James is a seasoned financial professional who embarked on his journey in the financial services industry in 2011 when he joined National Financial Network. His passion for finance was ignited during his studies at Sacred Heart University in Connecticut. As he delved into the intricacies of the financial world, James's commitment to serving his clients at the highest level led him to pursue multiple prestigious certifications.
With a strong foundation in financial planning, James earned the Certified Financial Planner (CFP®) designation, a testament to his unwavering dedication to ethical practices. As a CFP®, James adheres to the highest ethical standards, acting as a fiduciary, ensuring his clients' best interests are paramount in every financial decision. This commitment is reinforced by passing a rigorous two-day, 10-hour exam and accumulating 6,000 hours of professional experience.
James did not stop there; he also holds the Chartered Financial Consultant (ChFC®) designation, an advanced certification that equips him to address a wide array of financial needs. His expertise spans tax and retirement planning, special needs advising, wealth management, insurance, and more. This comprehensive knowledge empowers him to tailor financial solutions to each client's unique circumstances.
Additionally, James is a Retirement Income Certified Professional (RICP®), specializing in guiding older clients through retirement planning. His focus is on helping them maximize their wealth in the most tax-efficient manner, ensuring a comfortable and enjoyable retirement.
Lastly, James’ most recently earned a certification as a Wealth Management Certified Professional (WMCP®). This designation allows James to give sound financial advice and customize clients’ investment portfolios based on risk tolerance, time horizon, and client goals.
Beyond his impressive qualifications, James finds deep satisfaction in his work, cherishing the variety it brings to each day and the opportunity to make a positive impact on others. In addition to managing his clients' financial plans, James plays a crucial role in National Financial Network's Investment Committee and contributes to firm-wide strategic efforts and investment analysis.
Outside of the financial world, James treasures his time with his family, including his wife Bryanna and two daughters River and Sutton, in their West Islip, NY home. He also embraces the joys of leisure, indulging in activities such as boating, fishing, and maintaining his physical fitness. With his wealth of expertise and dedication to his clients, James is not only a financial professional but also a family-oriented individual who appreciates life's diverse pleasures.
Registered Representative & Financial Advisor of Park Avenue Securities, Financial Representative of Guardian. CA Insurance License #0M48141