James joined National Financial Network in 2011. He studied finance 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. Certified Financial Planners CFP® are held to the highest ethical standards. A CFP® must commit to the CFP® Board to act as a fiduciary, which means acting in the best interests of the client at all times when providing financial advice. A CFP® has the knowledge required to deliver professional, competent, and ethical financial planning services to his clients. A CFP® professional must also pass a two-day, 10-hour exam, and must meet a multi-year experience requirement completing 6,000 hours of professional experience related to the financial planning process.
The Chartered Financial Consultant designation ChFC® is an Advanced financial planning certification. For every person and every need: that’s the credo of the ChFC® designation. The ChFC® program covers a must-have list of requirements for financial advisors, from knowledge on tax and retirement planning to special needs advising, wealth management, insurance, and more. The Retirement Income Certified Professional designation RICP® focuses on helping older clients who are preparing for retirement or who are 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 every day is different, and has the opportunity to help others along the way. Along with managing the personal financial plans of his clients, James is also involved with National Financial Network’s Investment Committee and assists with firm-wide strategy efforts and investment analysis. James, his wife Bryanna, and daughter River reside in West Islip, NY. On his free time James enjoys spending time with his family, boating, fishing, and physical fitness.
Registered Representative & Financial Advisor of Park Avenue Securities, Financial Representative of Guardian. CA Insurance License #0M48141