James White, Cfp®, Msfs

James White, Cfp®, Msfs Email and Phone Number

Director of Financial Planning @ Tempus Wealth Planning, LLC
Irvine, CA, US
James White, Cfp®, Msfs's Location
Irvine, California, United States, United States
James White, Cfp®, Msfs's Contact Details

James White, Cfp®, Msfs work email

James White, Cfp®, Msfs personal email

James White, Cfp®, Msfs phone numbers

About James White, Cfp®, Msfs

Tempus Wealth Planning provides clients with customized and professional financial planning and investment services. Together, with over 50 years of combined experience, we help individuals, families, and institutions develop strategies aimed at pursuing long-term goals by taking into consideration each client's unique situation.www.tempuswp.comCERTIFIED FINANCIAL PLANNER™ - Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

James White, Cfp®, Msfs's Current Company Details
Tempus Wealth Planning, LLC

Tempus Wealth Planning, Llc

View
Director of Financial Planning
Irvine, CA, US
Website:
tempuswp.com
Employees:
11
James White, Cfp®, Msfs Work Experience Details
  • Tempus Wealth Planning, Llc
    Director Of Financial Planning
    Tempus Wealth Planning, Llc
    Irvine, Ca, Us
  • Tempus Wealth Planning, Llc
    Managing Partner, Financial Advisor
    Tempus Wealth Planning, Llc Nov 2016 - Present
    300 Spectrum Center Drive, Suite 113500, Irvine Ca 92618
  • Ameriprise Financial Services, Inc.
    Financial Advisor
    Ameriprise Financial Services, Inc. Aug 2003 - Nov 2016
    Irvine, CA

James White, Cfp®, Msfs Skills

Services

James White, Cfp®, Msfs Education Details

Frequently Asked Questions about James White, Cfp®, Msfs

What company does James White, Cfp®, Msfs work for?

James White, Cfp®, Msfs works for Tempus Wealth Planning, Llc

What is James White, Cfp®, Msfs's role at the current company?

James White, Cfp®, Msfs's current role is Director of Financial Planning.

What is James White, Cfp®, Msfs's email address?

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What is James White, Cfp®, Msfs's direct phone number?

James White, Cfp®, Msfs's direct phone number is (505) 995*****

What schools did James White, Cfp®, Msfs attend?

James White, Cfp®, Msfs attended Brigham Young University, The American College Of Financial Services.

What skills is James White, Cfp®, Msfs known for?

James White, Cfp®, Msfs has skills like Services.

Who are James White, Cfp®, Msfs's colleagues?

James White, Cfp®, Msfs's colleagues are Gary Hitzler, Steve Sturner, Apma®, Haley Carmo, Daniel Carmo, Jonathan Yoo 📈, Greg Christensen, Cayden Norton, Cfp®, Nssa®.

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