Senior Vice President
Current
May 2022 - Present
AeroLeads people directory · profile
James Horrocks, Cfp® Email & Phone Number
I help people achieve and enjoy financial independence, however they define it.
at
OneDigital
1 work email found
@timescalefinancial.com
12 phones found area 978, 508, 617, and 631
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
I help people achieve and enjoy financial independence, however they define it.
Location
Danvers, Massachusetts, United States
Company size
Who is James Horrocks, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
James Horrocks, Cfp® is listed as I help people achieve and enjoy financial independence, however they define it. at OneDigital, a company 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
This section adds company-level context without repeating James Horrocks, Cfp®'s masked contact details.
*@timescalefinancial.com
68% confidence
AeroLeads found 1 current-domain work email signal for James Horrocks, Cfp®. Compare company email patterns before reaching out.
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
5 roles · 32 years
James Horrocks, Cfp® work experience
A career timeline built from the work history available for this profile.
Chief Executive Officer | Cfp®
Current
Timescale Financial
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.
Jan 2010 - Present
Managing Director
Current
Integrated Financial Partners
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.
1997 - Present
~29 yrs 4 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 →
SP
Shane Puzan
Colleague at Onedigital
King Of Prussia, Pennsylvania, United States, United States
View →
AB
Ashley Brigham
Colleague at Onedigital
Contact Info, United States
View →
BL
Blessing Lovelace, Gba
Colleague at Onedigital
Clearwater, Florida, United States, United States
View →
TE
Tim Engelhart, Cfp
Colleague at Onedigital
Englewood, Colorado, United States, United States
View →
DH
Deborah Hartnett
Colleague at Onedigital
Greater Philadelphia, United States
View →
AL
Aaron Lefkowski
Colleague at Onedigital
Canton, Connecticut, United States, United States
View →
BW
Barbara Waldman
Colleague at Onedigital
Centreville, Virginia, United States, United States
View →
RH
Rob Hutchinson
Colleague at Onedigital
Eau Claire, Wisconsin, United States, United States
View →
CC
Craig C. Gabel, Cpfa
Colleague at Onedigital
Medina, Ohio, United States, United States
View →
MS
Megan Sabljakovic
Colleague at Onedigital
Greater Houston, United States
View →
Shane Puzan
Colleague at Onedigital
King Of Prussia, Pennsylvania, United States, United States
View →
AB
Ashley Brigham
Colleague at Onedigital
Contact Info, United States
View →
BL
Blessing Lovelace, Gba
Colleague at Onedigital
Clearwater, Florida, United States, United States
View →
TE
Tim Engelhart, Cfp
Colleague at Onedigital
Englewood, Colorado, United States, United States
View →
DH
Deborah Hartnett
Colleague at Onedigital
Greater Philadelphia, United States
View →
AL
Aaron Lefkowski
Colleague at Onedigital
Canton, Connecticut, United States, United States
View →
BW
Barbara Waldman
Colleague at Onedigital
Centreville, Virginia, United States, United States
View →
RH
Rob Hutchinson
Colleague at Onedigital
Eau Claire, Wisconsin, United States, United States
View →
CC
Craig C. Gabel, Cpfa
Colleague at Onedigital
Medina, Ohio, United States, United States
View →
MS
Megan Sabljakovic
Colleague at Onedigital
Greater Houston, United States
View →
2 education records
James Horrocks, Cfp® education
Master Of Business Administration (Mba), Finance And Financial Management Services
Bachelor Of Science Degree, Finance And Financial Management Services, Minors In Economics And Spanish
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 Shane Puzan, Ashley Brigham, Blessing Lovelace, Gba, Tim Engelhart, Cfp, and Deborah Hartnett.
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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