James Pacholek Email and Phone Number

James Pacholek has been in the financial services industry since 2000. He held wealth advisory roles in two Fortune 500 companies before partnering with Stephen Engels to form CMG Wealth Management.In 2006, James attained the Certified Financial Planner designation and began delivering personalized wealth advice as a CFP Practitioner (CFP®). During this time he also led fellow advisors as a Field Training Director and developed an appreciation for the kind of planning and investing that can adapt to life’s changes. Like-minded in their approach to wealth management, James and Steve launched CMG Wealth Management as an independent firm so that they could focus on guiding clients through market cycles and life events with a disciplined process.An active member of his church and local community, James lives outside of Dallas, Texas with his wife and two sons.“You know where you want to go – it’s our job to ensure you have enough fuel, you’ve taken the proper precautions, and you have the processes in place to change course should the need arise.”