Cherry Chad James

Cherry Chad James Email and Phone Number

Finance Manager @ Hum Capital
Grants Pass, OR, US
Cherry Chad James's Location
Grants Pass, Oregon, United States, United States
About Cherry Chad James

There are many financial advisers that you could choose to work with.We understand that it’s an important choice for you; your financial well being has a direct impact on your well being as a whole. That’s why financial advice really does matter.But here’s the thing; we’re not advisers. We’re planners.We plan to achieve your goals for the life you want, both now and in retirement. We use cash flow planning tools to work out where you stand now and in retirement. We’ll also cover certain ‘what-if’ scenarios so you can be confident that your plan will hold-up, whatever life throws your way.With effective, ongoing, trustworthy financial planning you can be safe in the knowledge that your financial well being is in safe hands. That’s why clients choose to work with Advice Matters.Not convinced? Here are a few more reasons why you should work with us:We know our stuffJames is a Chartered Financial Planner and a Certified Financial Planner. Very few financial advisers hold both of these accreditation. Both represent the ‘gold standard’ of financial planning and demonstrate james’ commitment to ongoing education and professionalism. You will benefit from james’ in-depth knowledge of the financial services profession.We’re independentWe provide ‘whole of market’ advice. This means that we can choose the most appropriate financial solutions to meet your needs; we’re not tied to, or incentivized by, any product providers. What’s more, we’re a dedicated financial services firm, not an ‘add-on’ service of an accountancy or estate agency.We’re all about youWe’re passionate about providing the solutions to allow you to lead the lifestyle you want to live. We invest time in getting to know you and your family, providing as much face-to-face contact as you need. And we focus on delivering a personal, flexible service which matches your needs.We deliver valueWe have low, fixed, upfront charges which demonstrates our desire to invest in a long-term relationship with you. We deliver value by helping your wealth to work for you and providing the peace of mind that comes with knowing you have a ‘go-to’ adviser for your financial needs.We’re ready for you nowWe’re ambitious for growth but won’t compromise the quality of our service. We have the support team in place to continue to provide the level of service that our clients have come to expect, with the capacity for expansion when it’s needed.Loved by our clientsSome of our clients have been with us for more than 20 years, and we regularly receive fantastic feedback on our services.

Cherry Chad James's Current Company Details
Hum Capital

Hum Capital

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Finance Manager
Grants Pass, OR, US
Cherry Chad James Work Experience Details
  • Hum Capital
    Finance Manager
    Hum Capital
    Grants Pass, Or, Us
  • Hum Capital
    Finance Manager
    Hum Capital Mar 2015 - Present
    New York, Ny, Us

Cherry Chad James Education Details

  • University Of Oregon
    University Of Oregon

Frequently Asked Questions about Cherry Chad James

What company does Cherry Chad James work for?

Cherry Chad James works for Hum Capital

What is Cherry Chad James's role at the current company?

Cherry Chad James's current role is Finance Manager.

What schools did Cherry Chad James attend?

Cherry Chad James attended University Of Oregon.

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