CFP

    James Gambaccini

    Managing Partner and Principal Wealth Advisor

    Acorn Financial
    Reston, Virginia23 years experienceNo minimum minimum

    About James

    James joined the Acorn Financial family in 2003 as a Financial Planner and became the sole owner and managing partner of the firm in 2012. Previously, James worked as a Financial Advisor at American Express Financial Advisors. James also has many years of experience as a seasoned entrepreneur in th... I help people make smart decisions with their money. Its not just me, we have a whole team behind me of CPAs, Attorneys, and CFPs. At Acorn, it's Your Wealth. One Team.

    Areas of focus

    Investment ManagementTax PlanningFinancial PlanningAlternative InvestmentsSuccession PlanningPortfolio Construction

    Credentials & background

    Designations

    CFP

    Licenses

    Series 7Series 66Series 24Series 7TOSIE

    Education

    Masterclass in Business Administration & Management Massachusetts Institute of Technology (2020); Bachelor of Science in Finance University of Akron (1995)

    Clients served

    Business OwnersCorporate ExecutivesEntrepreneursHigh Net Worth IndividualsUltra High Net Worth IndividualsWealthy FamiliesTech SalesRetirees

    Registered in

    District of Columbia, Florida, Louisiana, North Carolina, Virginia

    The firm

    Acorn Financial