James  Brewer, Mba, Ms, Cfp®, Aif®, Cfsla,

James Brewer, Mba, Ms, Cfp®, Aif®, Cfsla, Email and Phone Number

Empowering values honoring smarter money moves. InvestmentNews ESG Advisor of the Year, Excellence Awardee. Forbes Personal Finance Contributor. @ Envision Wealth Planning
James Brewer, Mba, Ms, Cfp®, Aif®, Cfsla,'s Location
Chicago, Illinois, United States, United States
James Brewer, Mba, Ms, Cfp®, Aif®, Cfsla,'s Contact Details

James Brewer, Mba, Ms, Cfp®, Aif®, Cfsla, work email

James Brewer, Mba, Ms, Cfp®, Aif®, Cfsla, personal email

n/a

James Brewer, Mba, Ms, Cfp®, Aif®, Cfsla, phone numbers

About James Brewer, Mba, Ms, Cfp®, Aif®, Cfsla,

James Brewer, CDFA, AIF, CFSLA, CFP® is the founder of Envision Wealth Planning and is regularly featured in the media for his financial expertise and support of socially responsible investing. His favorite part of being a financial planner is getting to meet new people and helping them achieve their hopes and dreams.James Brewer empowers people to make smarter money choices aligned with their values, goals, and passions. A CERTIFIED FINANCIAL PLANNER™, he was named to the 20 Best Financial Advisors in Chicago by Expertise, 2017 and 2018. His many designations include a Chartered Retirement Planning Counselor, Certified Divorce Financial Analyst, and College Funding and Student Loan Advisor. His financial literacy work includes contributing to Forbes.com Personal Finance and 401(k), Investopedia, and his own blogs. He’s been syndicated by CNBC, “How do you know you can trust your financial advisor” and quoted in Forbes’, “The Retirement Crisis Facing African Americans.” He has been called part wealth planner, part life coach, part architect, part cheerleader. He focuses on crafting plans that incorporate and honor each client’s unique values.As an African American, he brings unique sensitivities in working with clients from diverse money language backgrounds. Advocating for racial diversity in the financial planning profession, James Brewer helped plan the inaugural conference of the Association of African American Financial Advisors in 2015. He is the immediate Past President and continues to serve as an Advisory Board Member. He has a passion to address the gender and racial retirement disparity. That drove him to found Envision Wealth to help address this issue along with helping his business owner clients. Contact James today to learn more about how he can help you with your financial wellness and success planning! C: 773-699-4756/ E: jb@envisionwealth.us

James Brewer, Mba, Ms, Cfp®, Aif®, Cfsla,'s Current Company Details
Envision Wealth Planning

Envision Wealth Planning

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Empowering values honoring smarter money moves. InvestmentNews ESG Advisor of the Year, Excellence Awardee. Forbes Personal Finance Contributor.
James Brewer, Mba, Ms, Cfp®, Aif®, Cfsla, Work Experience Details
  • Envision Wealth Planning
    Ceo, Financial Life Architect
    Envision Wealth Planning Oct 2018 - Present
    Chicago, Illinois, Us
    Financial planner.Retirement planner. Divorce financial planner. College Funding and Student Loan Advisor. Cash balance and 401(k) plans.
  • Envision Wealth Planning
    President, Financial Life Architect
    Envision Wealth Planning Mar 2010 - Present
    Chicago, Illinois, Us
    My passion is helping people make more enlightened financial decisions. I developed the Envisioneering™ Financial Planning Process to help clients align their visions with their values, such as promoting sustainability, gender and racial equality. I work tirelessly to help clients build their wealth visions, turning income into wealth. We help clients manage the emotions that can creep up with the certainty of life changes and market conditions. My holistic approach typically appeals to professional women, doctors, medical professionals, small business owners and affluent pre-retirees.I am often called on to help various types of clients with complex issues, such as:1) Small business owners looking to hit the defined contribution limit (currently $53,000) in their SEP or 401(k) profit sharing plan2) Couples planning for early retirement using investments aligned with their social values, sustainability, gender and racial equality.3) Volatile income earners and those with sudden money, like athletes, convert it into a sustainable lifestyle4) Single or divorced professional women combat the ravages of inflation over a projected longer life spanWhat do we offer?Financial planning, retirement planning, education planning, tax planning, estate planning, socially responsible investing, investments and portfolio management, lifetime income through single premium fixed annuities, life insurance, disability insurance, health savings account (HSA) planning, employee benefits planning, long term care planning and long term care insurance, 401(k) profit sharing plans, cash balance plans, and more.Third party posts found on this profile do not reflect the views of Envision Wealth Planning Inc. and have not been reviewed by Envision Wealth Planning Inc. as to accuracy or completeness.
  • Envision Wealth Planning
    President, Certified Financial Planner™, Accredited Investment Fiduciary®
    Envision Wealth Planning Mar 2010 - Present
    Chicago, Illinois, Us
    401kadvisor.usHelping business owners maximize their 401(k) profit sharing savings led us develop Envision 401k advisors to keep up with the burdens and responsibilities a company retirement plan brings aka fiduciary. By focusing on your employee’s retirement readiness you not only address your fiduciary duty but also helps you to maximize your 401(k) contributions.What do we offer?Help with retirement savings plan design selection to purse the most cost effective way to help key employees save the statutory maximum, assist with plan service provider selection to help manage fiduciary monitoring, time, vendor monitoring, plan fee monitoring, retirement savings coaching, socially responsible investing, investments and client portfolio management, 401(k) profit sharing plans, cash balance plans, and more.Go to 401kadvisor.us (401(k) plan strategy and management) or e-mail me at jb@envisionwealth.us to set up a meeting.
  • College For Financial Planning
    Adjunct Professor
    College For Financial Planning Jan 2016 - Present
    Centennial, Colorado, Us
    Teaching the prep modules financial advisors are required to pass in order to sit for the CERTIFIED FINANCIAL PLANNER™ professional designation. Also, teaching financial advisors financial planning material that leads to the designation of CHARTERED RETIREMENT PLANNING COUNSELOR.
  • Ziegler
    Financial Advisor
    Ziegler Feb 2009 - Feb 2010
    Chicago, Illinois, Us
  • Ameriprise Financial
    Financial Advisor
    Ameriprise Financial Aug 2006 - Feb 2009
    Minneapolis, Mn, Us
  • Parus Interactive
    Regional Vice President
    Parus Interactive Jul 2004 - Nov 2005
    Bannockburn, Il, Us
  • Reynolds And Reynolds
    Account Manager
    Reynolds And Reynolds Dec 2002 - Dec 2003
    Dayton, Oh, Us
  • Reynolds And Reynolds
    Sr. Marketing Manager
    Reynolds And Reynolds Feb 2001 - Nov 2002
    Dayton, Oh, Us
  • Mercedes-Benz Usa
    Asst. Product Manager
    Mercedes-Benz Usa Oct 1994 - Aug 1998
    Atlanta, Ga, Us
  • Brewer Marketing
    President
    Brewer Marketing Feb 1991 - Sep 1994
  • Buick
    District Sales Manager
    Buick Aug 1985 - Jan 1991
    Detroit, Michigan, Us

James Brewer, Mba, Ms, Cfp®, Aif®, Cfsla, Skills

Retirement Planning Investments 401k Wealth Management Financial Planning Retirement Portfolio Management Estate Planning Erisa Management Asset Allocation Strategic Planning Socially Responsible Investing Finance Comprehensive Wealth Management Leadership Risk Management Financial Services Public Speaking Employer Sponsored Retirement Plans Green Investing Marketing Wealth Investment Strategies Entrepreneurship Investment Advisory Small Business Social Media Marketing Personal Finance Personal Financial Planning Insurance Financial Advisory Independent Financial Advice

James Brewer, Mba, Ms, Cfp®, Aif®, Cfsla, Education Details

  • Mit Sloan School Of Management
    Mit Sloan School Of Management
    New Venture And Product Development
  • Kettering University
    Kettering University
    Finance
  • Bishop Noll Institute
    Bishop Noll Institute

Frequently Asked Questions about James Brewer, Mba, Ms, Cfp®, Aif®, Cfsla,

What company does James Brewer, Mba, Ms, Cfp®, Aif®, Cfsla, work for?

James Brewer, Mba, Ms, Cfp®, Aif®, Cfsla, works for Envision Wealth Planning

What is James Brewer, Mba, Ms, Cfp®, Aif®, Cfsla,'s role at the current company?

James Brewer, Mba, Ms, Cfp®, Aif®, Cfsla,'s current role is Empowering values honoring smarter money moves. InvestmentNews ESG Advisor of the Year, Excellence Awardee. Forbes Personal Finance Contributor..

What is James Brewer, Mba, Ms, Cfp®, Aif®, Cfsla,'s email address?

James Brewer, Mba, Ms, Cfp®, Aif®, Cfsla,'s email address is jb****@****alth.us

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James Brewer, Mba, Ms, Cfp®, Aif®, Cfsla,'s direct phone number is +177369*****

What schools did James Brewer, Mba, Ms, Cfp®, Aif®, Cfsla, attend?

James Brewer, Mba, Ms, Cfp®, Aif®, Cfsla, attended Mit Sloan School Of Management, Kettering University, Bishop Noll Institute.

What are some of James Brewer, Mba, Ms, Cfp®, Aif®, Cfsla,'s interests?

James Brewer, Mba, Ms, Cfp®, Aif®, Cfsla, has interest in Golf, Salsa Dancing.

What skills is James Brewer, Mba, Ms, Cfp®, Aif®, Cfsla, known for?

James Brewer, Mba, Ms, Cfp®, Aif®, Cfsla, has skills like Retirement Planning, Investments, 401k, Wealth Management, Financial Planning, Retirement, Portfolio Management, Estate Planning, Erisa, Management, Asset Allocation, Strategic Planning.

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