James Horrocks, Cfp®
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James Horrocks, Cfp® Email & Phone Number

I help people achieve and enjoy financial independence, however they define it. at OneDigital
Location: Danvers, Massachusetts, United States 5 work roles 2 schools
1 work email found @timescalefinancial.com 12 phones found area 978, 508, 617, and 631 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 12 phones

Work email j****@timescalefinancial.com
Direct phone (978) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
OneDigital
Role
I help people achieve and enjoy financial independence, however they define it.
Location
Danvers, Massachusetts, United States
Company size
1545 employees

Who is James Horrocks, Cfp®? Overview

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Quick answer

James Horrocks, Cfp® is listed as I help people achieve and enjoy financial independence, however they define it. at OneDigital, a with 1545 employees, based in Danvers, Massachusetts, United States. AeroLeads shows a work email signal at timescalefinancial.com, phone signal with area code 978, 508, 617, 631, and a matched LinkedIn profile for James Horrocks, Cfp®.

James Horrocks, Cfp® previously worked as Senior Vice President at Onedigital and Chief Executive Officer | CFP® at Timescale Financial. James Horrocks, Cfp® holds Master Of Business Administration (Mba), Finance And Financial Management Services from Boston University Graduate School Of Management.

Company email context

Email format at OneDigital

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*@timescalefinancial.com
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AeroLeads found 1 current-domain work email signal for James Horrocks, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About James Horrocks, Cfp®

TimeScale Financial is a financial planning and retirement plan advisory firm dedicated to helping people achieve and enjoy financial independence, however they define it. Through our "Plan Empowered" approach, our talented and caring team of professionals partner with individuals and businesses to help them accomplish their unique goals.*For individuals, this is a relationship based on financial empowerment and measuring what matters to them. *For plan sponsors, this is a relationship based on fiduciary excellence and creating optimally managed retirement plans with access to meaningful employee guidance. TimeScale Financial has physical offices in Danvers, MA and Reston, VA; along with virtual capabilities to support our clients throughout the United States.Whatever is important to you, is what matters to us. Plan Empowered.nvestment advice offered through OneDigital Investment Advisors, an SECregistered investment adviser and wholly owned subsidiary of OneDigital and TimeScale Financial, Inc., a registered investment advisor. OneDigital and OneDigital Investment Advisors are separate entities from TimeScale Financial, Inc.

Listed skills include Financial Analysis, Strategic Financial Planning, Wealth Management, Financial Advisory, and 4 others.

Current workplace

James Horrocks, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

OneDigital
Onedigital
I help people achieve and enjoy financial independence, however they define it.
atlanta, georgia, united states
Website
onedigital.com
Employees
1545
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5 roles · 33 years

James Horrocks, Cfp® work experience

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

Senior Vice President

Current
Onedigital
May 2022 - Present

Chief Executive Officer | Cfp®

Current
Timescale Financial

Danvers, Ma

Education and understanding of your current financial situation is vital to make "money and life" decisions. To this end I provide clients with a disciplined investment strategy to advance and protect their portfolios. A comprehensive financial plan that tells you where you stand and a passion for active communication to understand the ever-changing world of finance.

Jan 2010 - Present

Managing Director

Current
Integrated Financial Partners

Danvers, Ma

Education and understanding of your current financial situation is vital to make "money and life" decisions. To this end I provide clients with a disciplined investment strategy to advance and protect their portfolios. A comprehensive financial plan that tells you where you stand and a passion for active communication to understand the ever-changing world of finance. I began my financial career over eighteen years ago at New England Mutual as a financial analyst and continued at State… Show more Education and understanding of your current financial situation is vital to make "money and life" decisions. To this end I provide clients with a disciplined investment strategy to advance and protect their portfolios. A comprehensive financial plan that tells you where you stand and a passion for active communication to understand the ever-changing world of finance. I began my financial career over eighteen years ago at New England Mutual as a financial analyst and continued at State Street Global Advisors. Fifteen years ago, I started my own financial practice providing financial advisory services for individuals and small to mid-size companies across the country providing highly personalized services. Show less

1997 - Present ~29 yrs 6 mos

Financial Advisor Cfp

State Street Global Advisors

Financial Advisor CFP

1996 - 1997 ~1 yr

Financial Analyst

New England Mutual

Financial Analyst

1994 - 1995 ~1 yr
Team & coworkers

Colleagues at OneDigital

Other employees you can reach at onedigital.com. View company contacts for 1545 employees →

SW Shannon Wilson, Sphr Shannon Wilson, Sphr Colleague at OnedigitalRoseville, California, United States View → DM Dawn Matthews Dawn Matthews Colleague at OnedigitalMarietta, Georgia, United States View → KH Kyarra Hosea Kyarra Hosea Colleague at OnedigitalGeorgia View → DH David Hernandez David Hernandez Colleague at OnedigitalWilmington, North Carolina, United States View → DR David Roman David Roman Colleague at OnedigitalAlbany, New York, United States View → HK Harold Kaufman Harold Kaufman Colleague at OnedigitalPotomac, Maryland, United States View → JM Jeff Mercer Jeff Mercer Colleague at OnedigitalAlpharetta, Georgia, United States View → JC Jenny Cox Jenny Cox Colleague at OnedigitalVirginia Beach, Virginia, United States View → CA Carrie Allen Shrm-Cp, Phr, Cfe Carrie Allen Shrm-Cp, Phr, Cfe Colleague at OnedigitalMoscow, Idaho, United States View → DB Dave Bertram Dave Bertram Colleague at OnedigitalCharlotte Metro, United States View →
2 education records

James Horrocks, Cfp® education

FAQ

Frequently asked questions about James Horrocks, Cfp®

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

What company does James Horrocks, Cfp® work for?

James Horrocks, Cfp® works for OneDigital.

What is James Horrocks, Cfp®'s role at OneDigital?

James Horrocks, Cfp® is listed as I help people achieve and enjoy financial independence, however they define it. at OneDigital.

What is James Horrocks, Cfp®'s email address?

AeroLeads has found 1 work email signal at @timescalefinancial.com for James Horrocks, Cfp® at OneDigital.

What is James Horrocks, Cfp®'s phone number?

AeroLeads has found 12 phone signal(s) with area code 978, 508, 617, 631 for James Horrocks, Cfp® at OneDigital.

Where is James Horrocks, Cfp® based?

James Horrocks, Cfp® is based in Danvers, Massachusetts, United States while working with OneDigital.

What companies has James Horrocks, Cfp® worked for?

James Horrocks, Cfp® has worked for Onedigital, Timescale Financial, Integrated Financial Partners, State Street Global Advisors, and New England Mutual.

Who are James Horrocks, Cfp®'s colleagues at OneDigital?

James Horrocks, Cfp®'s colleagues at OneDigital include Shannon Wilson, Sphr, Dawn Matthews, Kyarra Hosea, David Hernandez, and David Roman.

How can I contact James Horrocks, Cfp®?

You can use AeroLeads to view verified contact signals for James Horrocks, Cfp® at OneDigital, including work email, phone, and LinkedIn data when available.

What schools did James Horrocks, Cfp® attend?

James Horrocks, Cfp® holds Master Of Business Administration (Mba), Finance And Financial Management Services from Boston University Graduate School Of Management.

What skills is James Horrocks, Cfp® known for?

James Horrocks, Cfp® is listed with skills including Financial Analysis, Strategic Financial Planning, Wealth Management, Financial Advisory, Wealth Management Services, Certified Financial Planner, Aif, and Accredited Investment Fiduciary.

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