Owner
Current
Feb 2010 - Present
AeroLeads people directory · profile
James Noble, Cfp® Clu® Email & Phone Number
Wealth Advisor, Musician, Songwriter
at
Noble Planning & Investments, LLC
1 work email found
@nobleplanning.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Wealth Advisor, Musician, Songwriter
Location
Paramus, New Jersey, United States
Who is James Noble, Cfp® Clu®? Overview
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Quick answer
James Noble, Cfp® Clu® is listed as Wealth Advisor, Musician, Songwriter at Noble Planning & Investments, LLC, based in Paramus, New Jersey, United States. AeroLeads shows a work email signal at nobleplanning.com and a matched LinkedIn profile for James Noble, Cfp® Clu®.
James Noble, Cfp® Clu® previously worked as Owner at Noble Planning & Investments, Llc and Wealth Management Advisor at Noble Planning & Investments, Llc. James Noble, Cfp® Clu® holds Ba, History from Haverford College.
Company email context
Email format at Noble Planning & Investments, LLC
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*@nobleplanning.com
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AeroLeads found 1 current-domain work email signal for James Noble, Cfp® Clu®. Compare company email patterns before reaching out.
Profile bio
About James Noble, Cfp® Clu®
As a CERTIFIED FINANCIAL PLANNER™ and a Chartered Life Underwriter with over 13 years of experience, I help busy, smart people connect the dots between work, family, and retirement. I specialize in serving medical, pharma, and science professionals who have unique needs and challenges in preparing for their transition from collecting a paycheck to creating a paycheck.As an independent advisor at Nationwide Planning Associates and the owner of Noble Planning & Investments, I conduct ongoing research and choose the products and services that best suit my clients' individual goals and preferences. I work with them to create comprehensive and customized financial plans that cover 401(k) contributions and allocations, budget planning, lifetime income, Medicare choices, Social Security claiming strategies, inheritance planning, and life insurance. My mission is to guide my clients to the important pre-retirement steps and help them reduce their stress and enjoy their retirement journey.
Listed skills include Long Term Care, Estate Planning, Investment Advisory Services, Disability Insurance, and 24 others.
Current workplace
James Noble, Cfp® Clu®'s current company
Company context helps verify the profile and gives searchers a useful next step.
11 roles · 29 years
James Noble, Cfp® Clu® work experience
A career timeline built from the work history available for this profile.
Wealth Management Advisor
Independent Insurance and Investment Representative. Clearing through Pro-Equities and Essex Securities.
Jan 2009 - Dec 2010
Wealth Management Advisor
CurrentRetirement is a journey that requires a lifetime of preparation and planning. Have you prepared adequately for the transition from collecting a paycheck to creating a paycheck? As a CERTIFIED FINANCIAL PLANNER™ I have been trained to help you to identify the areas of your financial life that need the most attention, and to assure you of a successful retirement.As an independent advisor at Nationwide Planning Associates, I conduct ongoing research and choose the products and services that best suit my client's individual needs. As a CFP® I am obligated to put my client's needs first when making recommendations. I have focused my efforts on helping ordinary families with retirement, estate, and wealth management decisions to enable them to simplify their lives and retire with comfort and ease.
Dec 2010 - Present
Managing Director, Estate Planning And Healthcare Risk Management
Current
401K Retirement Partners, Llc
Wealth mangagement and estate planning for small and mid-sized business owners and key employees
Apr 2012 - Present
Regional Vice President
Independent Brokerage Channel Wholesaler for Long Term Care and Linked Benefit Life Insurance Products.
Apr 2008 - Feb 2009
Vice President, Investments
Full Service Financial Advisor specializing in Retirement, Estate and Long Term Care Planning.
Mar 2006 - Apr 2008
Vp, Insurance Specialist
2006 - 2007
~1 yr
Region Insurance Sales Manager
Managed a team of insurance agents assigned to 65 bank branches in Manhattan, Brooklyn, Staten Island, and NJ. Through 5 direct reports, 70 financial advisors and close to 400 personal bankers we provided life insurance, estate planning, LTC and disability insurance.
Jul 2004 - Mar 2006
Regional Sales Directer
GE did a public offering of its insurance holdings of GE Financial Assurance resulting in the creation of a separate corporate entity called Genworth Financial (GNW). I departed to join Citi in May of 2004.
May 2004 - Jun 2004
Regional Sales Director
Jun 2000 - Jun 2004
Sales Director
Life and Long Term Care Regional Vice President, wholesaling Travelers Insurance products to the Salomon Smith Barney financial advisor community
1998 - 2000
~2 yrs
2 education records
James Noble, Cfp® Clu® education
Ba, History
Haverford College
Chartered Life Underwrither, Insurance & Estate Planning
The American College Of Financial Services
FAQ
Frequently asked questions about James Noble, Cfp® Clu®
Quick answers generated from the profile data available on this page.
What company does James Noble, Cfp® Clu® work for?
James Noble, Cfp® Clu® works for Noble Planning & Investments, LLC.
What is James Noble, Cfp® Clu®'s role at Noble Planning & Investments, LLC?
James Noble, Cfp® Clu® is listed as Wealth Advisor, Musician, Songwriter at Noble Planning & Investments, LLC.
What is James Noble, Cfp® Clu®'s email address?
AeroLeads has found 1 work email signal at @nobleplanning.com for James Noble, Cfp® Clu® at Noble Planning & Investments, LLC.
Where is James Noble, Cfp® Clu® based?
James Noble, Cfp® Clu® is based in Paramus, New Jersey, United States while working with Noble Planning & Investments, LLC.
What companies has James Noble, Cfp® Clu® worked for?
James Noble, Cfp® Clu® has worked for Noble Planning & Investments, Llc, Nationwide Planning Associates, Inc., 401K Retirement Partners, Llc, Genworth Financial, and Bank Of America.
How can I contact James Noble, Cfp® Clu®?
You can use AeroLeads to view verified contact signals for James Noble, Cfp® Clu® at Noble Planning & Investments, LLC, including work email, phone, and LinkedIn data when available.
What schools did James Noble, Cfp® Clu® attend?
James Noble, Cfp® Clu® holds Ba, History from Haverford College.
What skills is James Noble, Cfp® Clu® known for?
James Noble, Cfp® Clu® is listed with skills including Long Term Care, Estate Planning, Investment Advisory Services, Disability Insurance, Employee Benefits, Personal Finance, Banking, and Fixed Annuities.
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