As a dedicated Financial Advisor at Baughman Financial Group Inc., I specialize in empowering individuals and businesses to achieve their financial goals through tailored strategies and expert guidance. With a comprehensive understanding of retirement benefit plans and financial instruments—including 401(k)s, IRAs, brokerage accounts, 403(b)s, pension plans, employee stock ownership plans, and SEP IRAs—I am committed to optimizing financial outcomes for my clients.My approach is centered on crafting personalized financial plans that address each client’s unique needs and aspirations. I take pride in my ability to develop, implement, and continuously refine strategies that align with my clients’ specific financial situations, recognizing that each journey is distinct.With a strong foundation in finance and Series licensing, I bring a blend of enthusiasm, professionalism, and a results-driven mindset to my role. My educational background includes a Bachelor’s Degree in Finance from Florida State University, which has equipped me with the knowledge and skills necessary to navigate the complexities of the financial landscape.Whether you are an individual seeking to enhance your retirement strategy or a business owner looking to optimize employee benefits, I am here to provide the insights and support you need to achieve your financial aspirations. Let’s connect and explore how I can assist you in reaching your financial goals.Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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Financial AdvisorLpl FinancialTampa, Fl, Us -
Financial AdvisorBaughman Financial Group Inc. May 2024 - PresentWesley Chapel, Florida, United States
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Financial AdvisorFlorida Financial Advisors Oct 2023 - Apr 2024 -
Junior Financial ConsultantFlorida Financial Advisors Jun 2023 - Oct 2023Tampa, Florida, United States -
Financial ServicesUbs May 2022 - Aug 2022Rockland, Massachusetts, United States• Interned for Hingham Street Partners, a wealth management team that manages over $6.2 billion in assets• Researched and presented a detailed analysis of Chevron Corporation• Conducted two final presentations to the partners of the firm and class of thirty interns • Networked within the firm and met with Portfolio Managers and Financial Advisors to discuss economic trends and market actions
James Schaefer Education Details
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Finance
Frequently Asked Questions about James Schaefer
What company does James Schaefer work for?
James Schaefer works for Lpl Financial
What is James Schaefer's role at the current company?
James Schaefer's current role is Financial Advisor.
What schools did James Schaefer attend?
James Schaefer attended Florida State University.
Who are James Schaefer's colleagues?
James Schaefer's colleagues are Adrienne Newberg, Debra Barkman, Titus Ford, Nedra Mitchell, Reyanna Milsap, Mahogany Darnell, Ishan Gupta.
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James Schaefer
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James Schaefer
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