James Gallagher Email & Phone Number

Since founding Waterstone Financial in 2010, I’ve been on a mission to help change the face of the financial services industry. CLICK SEE MORE >>> For over 10 years, I’ve been applying my engineering knowledge and expertise to financial planning, which has made me a top financial advisor in Southwest Florida and in the industry. Known as The Retirement Engineer, I specialize in custom designing, building and testing retirement plans that are predictable, effective and that truly work. But I started my financial services journey later in life than many of my colleagues. After graduating top of my engineering class from the University of Western Ontario, I started my career at General Motors. I worked my way up at GM, becoming an executive director and being named “GM’s Engineer of the Year” for the launch of the award-winning Chevy Trailblazer. I also hold the engineering patents to the popular Chevy Avalanche. At GM I was responsible for massive budgets and was instrumental in leading many successful, cost-effective programs, as well as introducing many efficiencies that ultimately saved the company millions of dollars. As the economic tides changed and the automotive industry faced a crisis in 2008, I decided to follow my dreams and start my own business—Waterstone Financial—working as a retirement planner and financial advisor. As the founder and president at Waterstone Financial, I help retirees and those approaching retirement realize their financial goals. Financial planning at Waterstone is all about the journey you want to map out for your future. Our approach is to look at the big picture, to embrace the things that really matter to you, and then create a plan with purpose for your investments. If you’re ready to engineer a retirement plan that works for you, let’s talk >>> https://www.waterstonefs.com/contact-us

Listed skills include Automotive, Retirement, Operations Management, Business Planning, and 40 others.