Since 2005, James has provided financial guidance and education to a diverse clientele including individuals, corporate retirement plan sponsors and their participants. He is a CERTIFIED FINANCIAL PLANNER™ Practicioner and Retirement Income Certified Professional.®
He has delivered workshops and webinars nationwide on a broad range of topics, has counseled thousands of retirement plan participants on the available investment and financial planning options within their company-sponsored plans, and has dedicated his career to advancing the cause of making financial planning available to the next generation.
He currently serves as the Consolidated Planning's Director of Wealth Management where he helps support the firm's Advisors through training, case consulting, & client education events. He is also a practicing Financial Advisor and helps his clients organize, protect, and grow their wealth through his consultative approach to planning. He lives in Charlotte with his wife and son, dog, two cats, and turtle.
Registered Representative and Financial Advisor of Park Avenue Securities Financial Representative of Guardian