James Roche, CFP®, ChFC®
James joined National Financial Network in 2011. He studied finance at the Jack Welch College of Business at Sacred Heart University in Connecticut, which led him to the financial services industry. Continuing his education to best serve his clients, James received his CFP®, ChFC®, & RICP® certifications. The CFP® practitioners must pass a two-day, 10-hour exam, and must meet a multi-year experience requirement in order to use the CFP® certification marks. The Chartered Financial Consultant designation (ChFC®), possess an average study time of 400 hours and completion of 30 hours of continuation education every two years. The RICP® designation focuses on helping clients in retirement spend and enjoy their wealth in the most tax efficient way.
James continues to grow his practice because he loves what he does, enjoys the fact that everyday is different, and he has the opportunity to help others along the way. Along with managing the personal financial plans of his clients, James also assists National Financial Network’s Investment Director with firm-wide strategy efforts and investment analysis. James resides on Long Island, and enjoys boating, fishing, football and physical fitness.
Registered Representative & Financial Advisor of Park Avenue Securities, Financial Representative of Guardian. CA Insurance License #0M48141