How does the advisor help clients – Key Takeaways:
- Act as a financial expert to assist clients in navigating the complex financial landscape
- Offer a wide range of financial services tailored to each client’s specific needs and goals
- Provide personalized and unbiased advice to help clients achieve their financial objectives
Facts and Insights
As a seasoned financial advisor with over 20 years of experience, James Owens has helped countless clients make well-informed financial decisions. His expertise and knowledge in the industry have made him a trusted and reliable resource for those seeking financial guidance.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $150 million |
|---|---|
| Number of Advisors | 3 |
| Time in Business | 20 years |
Financial Services Offered
- Comprehensive financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
- Individuals
- Families
- Small business owners
- High net worth individuals
- Retirees
Fees & Compensation
James Owens operates on a fee-only basis, meaning he does not receive commissions for any financial products or services he recommends. This allows him to provide unbiased advice and ensure that his clients’ best interests are always the top priority.
Background
James Owens holds a Bachelor’s degree in Finance and a Master’s degree in Financial Planning. He is also a Certified Financial Planner (CFP) and a Chartered Financial Analyst (CFA), demonstrating his advanced knowledge and expertise in the field. Throughout his career, he has worked for both large and small financial firms, gaining valuable experience and honing his skills as a financial advisor.
Financial Advisor Disclosures to Know
James Owens has a clean record with no disciplinary actions, disputes, or regulatory sanctions. He has always prioritized transparency and ethical practices in his work, earning the trust and satisfaction of his clients.