James White in Orange County, CA | A Href Eduthe-american-college-19316 The American Collegea

James White

Male

www.ameripriseadvisors.comjames.b.white CERTIFIED FINANCIAL PLANNER Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. My Approach I help my clients achieve their financial objectives through a long-term relationship based on personalized, knowledgeable advice. Whether you're looking for investment strategies, retirement income, funding for your child's education, or estate or tax planning strategies, we'll work with you on your terms. We offer a broad range of financial products and services including mutual funds and certificates, as well as brokerage services and financial planning. We also offer flexibility in the way you work with us online, with the help of an advisor, or both. The choice is yours. Specialties Areas of Focus -Retirement Planning Strategies -Investments -Saving for Education -Family Finances -Cash Flow Management Strategies -Insurance -Retirement Income Strategies -Estate Planning Strategies read more ...