CFP

    James Kampetis

    Director of Wealth Planning

    Carson Wealth
    Pittsburgh, PennsylvaniaNo minimum minimum

    About James

    James has been in the financial services industry since 2006. Most of his experience comes from Wall Street firms in both the institutional and retail sectors of the market. James also brings a lifetime of entrepreneurial experience from his family’s restaurant business. James is the Director of We...

    Areas of focus

    Retirement PlanningInvestment ManagementFinancial PlanningPortfolio ConstructionCash Flow AnalysisSuccession Planning

    Credentials & background

    Designations

    CFP

    Clients served

    RetireesCorporate ExecutivesBusinesswomenInheritorsWealthy Families

    The firm

    Carson Wealth