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James Uh, Aif® is listed as Financial Planner | Helping people grow pre-retirement assets and tax-efficient distribution during retirement | Speaker at InvestWise Financial LLC, a company with 14 employees, based in Bloomfield Hills, Michigan, United States. AeroLeads shows a work email signal at investwisefinancial.com and a matched LinkedIn profile for James Uh, Aif®.
James Uh, Aif® previously worked as President of Retirement Plan Services at Investwise Financial Llc and Financial Advisor at Investwise Financial Llc. James Uh, Aif® holds Bachelor Of Arts, Finance from Michigan State University - Eli Broad College Of Business.
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Establishing ethical comprehensive plans for individuals and families, guiding them to their destined financial desires, allowing their retirement years to be securely enjoyed, this is what is most rewarding about my job. Utilizing my professional expertise, I strive to educate people on how to achieve their desired financial goals. As a frequent public speaker, I enjoy lecturing my surrounding communities on a broad range of financial topics including taxes in retirement, Social Security maximization, and estate planning. Taking on a holistic approach assures my clients that all aspects of their financial means will be covered. Through this integration, I can custom tailor sound financial plans to fit each client’s individualized needs.I obtained my Bachelor of Arts degree in Finance from the Eli Broad College of Business at Michigan State University. Since graduating from Michigan State, I have spent most of my career at one of Michigan's largest Registered Investment Advisors, helping clients solve retirement planning hurdles, asset distribution strategies, proactive taxation management, and planning for the unknown.Having years of experience in the financial industry, I have obtained a wealth of knowledge in employer-sponsored plans such as 401(k), 403(b), 457, and TSAs as well as individual plans such as Traditional/Roth IRAs and Annuities. To better serve my clients, I work with a team of advisors on the strategic implementation of their planning, this helps strengthen our guidance when taking in complex situations. Concentrating my efforts on developing long-term relationships through impeccable service is my commitment. On a more personal note, I cherish spending quality time with my wife and two sons. I also enjoy spending time on the golf course during the summer season and the "mountains" of Michigan snowboarding during the winter.Education:Bachelor of Arts degree in Finance from the Eli Broad College of Business at Michigan State University Licenses / Certifications:FINRA Series 7, 65, and 63Life/Health Insurance Licenses Bucket Plan Certified
Listed skills include Retirement Planning, Wealth Management, Financial Advisory, Investments, and 27 others.
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Bloomfield Hills, MI
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘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.
Other employees you can reach at investwisefinancial.com. View company contacts for 14 employees →
Scott Rooney
Colleague at Investwise Financial Llc
Bloomfield Hills, Michigan, United States, United States
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Malissa Loutzenhiser
Colleague at Investwise Financial Llc
Detroit Metropolitan Area, United States
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Cathleen Odish
Colleague at Investwise Financial Llc
Detroit Metropolitan Area, United States
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Laura Hickey
Colleague at Investwise Financial Llc
Rochester, Michigan, United States, United States
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AM
Alicia Mardyla
Colleague at Investwise Financial Llc
Clarkston, Michigan, United States, United States
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John Kennedy, Jr.
Colleague at Investwise Financial Llc
Bloomfield Hills, Michigan, United States, United States
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Vanessa May Funseth
Colleague at Investwise Financial Llc
Clarkston, Michigan, United States, United States
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Kelly L. Boyd
Colleague at Investwise Financial Llc
Bloomfield Hills, Michigan, United States, United States
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MB
Michael Blaga
Colleague at Investwise Financial Llc
Clarkston, Michigan, United States, United States
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SP
Stacy Pach
Colleague at Investwise Financial Llc
Rochester, Michigan, United States, United States
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Quick answers generated from the profile data available on this page.
James Uh, Aif® works for InvestWise Financial LLC.
James Uh, Aif® is listed as Financial Planner | Helping people grow pre-retirement assets and tax-efficient distribution during retirement | Speaker at InvestWise Financial LLC.
AeroLeads has found 1 work email signal at @investwisefinancial.com for James Uh, Aif® at InvestWise Financial LLC.
James Uh, Aif® is based in Bloomfield Hills, Michigan, United States while working with InvestWise Financial LLC.
James Uh, Aif® has worked for Investwise Financial Llc and Freedom One Financial Group.
James Uh, Aif®'s colleagues at InvestWise Financial LLC include Scott Rooney, Malissa Loutzenhiser, Cathleen Odish, Laura Hickey, and Alicia Mardyla.
You can use AeroLeads to view verified contact signals for James Uh, Aif® at InvestWise Financial LLC, including work email, phone, and LinkedIn data when available.
James Uh, Aif® holds Bachelor Of Arts, Finance from Michigan State University - Eli Broad College Of Business.
James Uh, Aif® is listed with skills including Retirement Planning, Wealth Management, Financial Advisory, Investments, Strategic Planning, Financial Planning, 401K Rollovers, and Finance.
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