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James Mack, Mba, Msfp Email & Phone Number

Family Office Associate at Capital Family Office
Location: Atlanta, Georgia, United States 5 work roles 4 schools
1 work email found @cfgltd.com 4 phones found area 407 and 404 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 4 phones

Work email m****@cfgltd.com
Direct phone (407) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Family Office Associate
Location
Atlanta, Georgia, United States
Company size

Who is James Mack, Mba, Msfp? Overview

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Quick answer

James Mack, Mba, Msfp is listed as Family Office Associate at Capital Family Office, a with 7 employees, based in Atlanta, Georgia, United States. AeroLeads shows a work email signal at cfgltd.com, phone signal with area code 407, 404, and a matched LinkedIn profile for James Mack, Mba, Msfp.

James Mack, Mba, Msfp previously worked as Financial Planning Analyst at Creative Financial Group, Ltd and Financial Planning Specialist at Turnkey Planning Solutions. James Mack, Mba, Msfp holds Master Of Science In Financial Planning (Msfp) from Golden Gate University.

Company email context

Email format at Capital Family Office

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*@cfgltd.com
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AeroLeads found 1 current-domain work email signal for James Mack, Mba, Msfp. Compare company email patterns before reaching out.

Profile bio

About James Mack, Mba, Msfp

Joining Creative in 2019, James works as an analyst for the Southern Company Executive Financial Planning team. James holds his Masters in Business Administration from Florida State University and his Master of Science in Financial Planning from Golden Gate University; He will sit for the Certified Financial Planner exam in 2022.Outside of the office, James commits most of his efforts to the Cystic Fibrosis Foundation, holding multiple committee positions for the CFF Georgia Chapter, the Atlanta Peachtree Society, and Tomorrow’s Leaders groups. James is also a member of the Financial Planning Association. In his free time, you can find him in the gym or on the road to wherever there is live music.When We Connect, I Want You to Know...There are specific regulations governing communications for those of us in this industry. Consistentwith my commitment to observe high standards of commercial honor, please know the impact ofthese regulations means:• I am unable to accept any endorsements or recommendations posted to my profile, thoughI welcome you to call me at (404) 364-6749 with any feedback.• I cannot post content regarding investment markets, products or related content; insteadlet's meet to discuss what's on your mind.• Your privacy is important to me, which is one key reason it is important you don't post orsend any message containing confidential information, trade instructions, or servicerequests.• I cannot reply to or use the LinkedIn messaging system, but you can reach me through mybusiness email address, james.mack@cfgltd.comAs a licensed representative of Synovus Securities, Inc., please remember the Investment,Insurance and Investment Advisory products and services provided are: Not FDIC Insured, NotDeposits/Obligations of nor Guaranteed by Synovus Bank, and Involved Investment Risk IncludingPossible Loss of the Amount Invested. Synovus Securities, Inc. is a registered Broker-Dealer,Federally Registered Investment Adviser, and is an affiliate of Synovus Bank.

Listed skills include Leadership, Social Networking, Finance, Event Planning, and 22 others.

Current workplace

James Mack, Mba, Msfp's current company

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Capital Family Office
Capital Family Office
Family Office Associate
Atlanta, GA, US
Website
Employees
7
AeroLeads page
5 roles

James Mack, Mba, Msfp work experience

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

Financial Planning Analyst

Current

Atlanta, Georgia, Us

For more than two decades, Creative Financial Group (CFG) has provided financial planning and investment advisory services for executives (under a corporate sponsored executive program), business owners, high-net-worth individuals and families. We believe in personalized planning and attention to each client’s individual needs.

Feb 2019 - Present
4 education records

James Mack, Mba, Msfp education

Master Of Science In Financial Planning (Msfp)

Golden Gate University

Masters In Business Administration (M.B.A.), Concentration In Finance

Florida State University

Bachelor Of Science (B.S.), Political Science And Government

Florida State University

Education record

Bishop Moore Catholic High School
FAQ

Frequently asked questions about James Mack, Mba, Msfp

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

What company does James Mack, Mba, Msfp work for?

James Mack, Mba, Msfp works for Capital Family Office.

What is James Mack, Mba, Msfp's role at Capital Family Office?

James Mack, Mba, Msfp is listed as Family Office Associate at Capital Family Office.

What is James Mack, Mba, Msfp's email address?

AeroLeads has found 1 work email signal at @cfgltd.com for James Mack, Mba, Msfp at Capital Family Office.

What is James Mack, Mba, Msfp's phone number?

AeroLeads has found 4 phone signal(s) with area code 407, 404 for James Mack, Mba, Msfp at Capital Family Office.

Where is James Mack, Mba, Msfp based?

James Mack, Mba, Msfp is based in Atlanta, Georgia, United States while working with Capital Family Office.

What companies has James Mack, Mba, Msfp worked for?

James Mack, Mba, Msfp has worked for Capital Family Office, Creative Financial Group, Ltd, Turnkey Planning Solutions, Nas Insurance Services, and Marsh & Mclennan Companies, Inc..

How can I contact James Mack, Mba, Msfp?

You can use AeroLeads to view verified contact signals for James Mack, Mba, Msfp at Capital Family Office, including work email, phone, and LinkedIn data when available.

What schools did James Mack, Mba, Msfp attend?

James Mack, Mba, Msfp holds Master Of Science In Financial Planning (Msfp) from Golden Gate University.

What skills is James Mack, Mba, Msfp known for?

James Mack, Mba, Msfp is listed with skills including Leadership, Social Networking, Finance, Event Planning, Sales, Financial Analysis, Coaching, and Investments.

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