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James Diver, Cfp® Email & Phone Number

Partner, Private Wealth Advisor @ Procyon Partners | Certified Financial Planner at Procyon Partners
Location: New York, New York, United States 5 work roles 3 schools
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Role
Partner, Private Wealth Advisor @ Procyon Partners | Certified Financial Planner
Location
New York, New York, United States

Who is James Diver, Cfp®? Overview

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James Diver, Cfp® is listed as Partner, Private Wealth Advisor @ Procyon Partners | Certified Financial Planner at Procyon Partners, based in New York, New York, United States. AeroLeads shows a matched LinkedIn profile for James Diver, Cfp®.

James Diver, Cfp® previously worked as Partner, Private Wealth Advisor at Procyon Partners and Vacation Rental Owner at Airbnb. James Diver, Cfp® holds Bachelor Of Business Administration - Bba, Finance And Financial Management Services from Zicklin School Of Business.

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Email format at Procyon Partners

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Procyon Partners

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Profile bio

About James Diver, Cfp®

James Diver is a certified financial planner and a partner at Procyon Partners, an independent, employee-owned financial advisory firm that serves individuals, families, business owners, and institutions with a dual focus on sensible financial planning and prudent investment management.With over ten years of experience in the financial services industry, James is passionate about helping clients achieve their goals and dreams through customized and holistic solutions that address their financial challenges and opportunities. He is responsible for investment research, portfolio management, and in-depth financial planning for clients, as well as for marketing the firm's vision through new technologies. He is also constantly helping the firm adapt to the changing landscape of investment advice and financial planning.Procyon Partners, LLC ("Procyon Partners") is a registered investment advisor. Procyon Partners provides investment advisory and related services for clients nationally. Procyon Partners will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at http://www.procyonpartners.net.

Current workplace

James Diver, Cfp®'s current company

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Procyon Partners
Procyon Partners
Partner, Private Wealth Advisor @ Procyon Partners | Certified Financial Planner
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5 roles

James Diver, Cfp® work experience

A career timeline built from the work history available for this profile.

Partner, Private Wealth Advisor

Current

Shelton, CT, US

  • Procyon Partners is an independent, employee-owned financial advisory firm founded with a dual focus on:
  • Assisting individuals, families, and business owners to effectively fulfill their dreams through sensible financial planning, investment, and risk management.
  • Helping institutions prudently manage the retirement plans, endowments, foundations, and senior living portfolios under their stewardship.As fiduciary investment advisors, we enhance the value we deliver to our clients.
May 2021 - Present

Vacation Rental Owner

San Francisco, CA, US

Airbnb host, part time.

Jan 2024 - Dec 2024

Partner, Financial Planner

Pivotal Planning Group, Llc
Aug 2019 - May 2021

Associate Financial Advisor

Pivotal Planning Group, Llc

Pivotal Planning Group, LLC is a SEC Registered Investment Adviser and Fiduciary to 401(k) and Retirement Plans. We are dedicated to helping individuals, plan sponsors and trustees achieve their goals through education, prudent planning and unbiased advice. Our independent and collaborative structure provides unique access to innovative solutions that.

Jun 2015 - May 2019

Analyst

Pivotal Planning Group
Jan 2013 - May 2015
3 education records

James Diver, Cfp® education

Bachelor Of Business Administration - Bba, Finance And Financial Management Services

Zicklin School Of Business

Bachelor Of Business Administration (B.B.A.), Finance And Investments

Baruch College

Financial Planning And Services

College For Financial Planning
FAQ

Frequently asked questions about James Diver, Cfp®

Quick answers generated from the profile data available on this page.

What company does James Diver, Cfp® work for?

James Diver, Cfp® works for Procyon Partners.

What is James Diver, Cfp®'s role at Procyon Partners?

James Diver, Cfp® is listed as Partner, Private Wealth Advisor @ Procyon Partners | Certified Financial Planner at Procyon Partners.

Where is James Diver, Cfp® based?

James Diver, Cfp® is based in New York, New York, United States while working with Procyon Partners.

What companies has James Diver, Cfp® worked for?

James Diver, Cfp® has worked for Procyon Partners, Airbnb, Pivotal Planning Group, Llc, and Pivotal Planning Group.

How can I contact James Diver, Cfp®?

You can use AeroLeads to view verified contact signals for James Diver, Cfp® at Procyon Partners, including work email, phone, and LinkedIn data when available.

What schools did James Diver, Cfp® attend?

James Diver, Cfp® holds Bachelor Of Business Administration - Bba, Finance And Financial Management Services from Zicklin School Of Business.

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