Location Columbia, South Carolina, United States Regions East Coast, Southern US Gender Male
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Named to 11 “Top Advisor” lists by Worth, Money & Medical Economics, James is a proven thought leader among fee-only financial planners. He advises, counsels and coaches families on their journey toward a sustainable financial future drawing from more than three decades of experience.
James is past president of the National Association of
Personal Financial Advisors (NAPFA), the primary professional association of fee-only financial advisors. He also served as a member of the Board of Governors of the Certified Financial Planner Board of Standards, the credentialing body for the CFP™ professional designation. He received his undergraduate education in economics at the University of South Carolina and is a Certified Financial Planner™.
