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Robert James, Chfc®, Mba Email & Phone Number
Senior Vice President
at
GradePoint Financial / 15 Wealth
1 work email found
@valic.com
1 phone found area 800
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Vice President
Location
Houston, Texas, United States
Who is Robert James, Chfc®, Mba? Overview
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Quick answer
Robert James, Chfc®, Mba is listed as Senior Vice President at GradePoint Financial / 15 Wealth, based in Houston, Texas, United States. AeroLeads shows a work email signal at valic.com, phone signal with area code 800, and a matched LinkedIn profile for Robert James, Chfc®, Mba.
Robert James, Chfc®, Mba previously worked as Associate Vice President, Product Manager Financial Planning Services & Programs at Corebridge Financial and Director, Financial Planning & Education Center at Corebridge Financial. Robert James, Chfc®, Mba holds Chartered Advisor For Senior Living® from The American College.
Company email context
Email format at GradePoint Financial / 15 Wealth
This section adds company-level context without repeating Robert James, Chfc®, Mba's masked contact details.
*@valic.com
68% confidence
AeroLeads found 1 current-domain work email signal for Robert James, Chfc®, Mba. Compare company email patterns before reaching out.
Profile bio
About Robert James, Chfc®, Mba
I am an analytical and proven leader with successful business and management experience. I possess strong communication, interpersonal and decision-making abilities. My professional areas of expertise are financial planning; increasing productivity; and improving efficiency by developing and streamlining internal processes and procedures.Texas Insurance License #1485193/*********/Securities and investment advisory services offered through VALIC Financial Advisors, Inc. (VFA), member FINRA, SIPC and an SEC-registered investment adviser. VFA is a member of Corebridge Financial, Inc.
Listed skills include Retirement Planning, Retirement, Financial Planning, Investments, and 30 others.
Current workplace
Robert James, Chfc®, Mba's current company
Company context helps verify the profile and gives searchers a useful next step.
8 roles
Robert James, Chfc®, Mba work experience
A career timeline built from the work history available for this profile.
Associate Vice President, Product Manager Financial Planning Services & Programs
CurrentFormerly AIG Retirement Services- Product Manager for enterprise financial planning solutions. This involves collaborating with internal and external software development teams to design, document and test enhancements to financial planning software and planning tools. - Design and conduct formal presentations for regional and district meetings. The.
May 2020 - Present
Director, Financial Planning & Education Center
Aug 2019 - Apr 2020
Manager, Financial Planning & Education Center
Jan 2017 - Jul 2019
Senior Financial Planning Consultant
Jun 2013 - Dec 2016
Financial Planning Consultant
May 2011 - May 2013
Investment Advisor Representative
May 2010 - May 2011
Quality Assurance Senior Analyst
Jan 1998 - Sep 2010
4 education records
Robert James, Chfc®, Mba education
Chartered Advisor For Senior Living®
Chartered Financial Consultant®
FAQ
Frequently asked questions about Robert James, Chfc®, Mba
Quick answers generated from the profile data available on this page.
What company does Robert James, Chfc®, Mba work for?
Robert James, Chfc®, Mba works for GradePoint Financial / 15 Wealth.
What is Robert James, Chfc®, Mba's role at GradePoint Financial / 15 Wealth?
Robert James, Chfc®, Mba is listed as Senior Vice President at GradePoint Financial / 15 Wealth.
What is Robert James, Chfc®, Mba's email address?
AeroLeads has found 1 work email signal at @valic.com for Robert James, Chfc®, Mba at GradePoint Financial / 15 Wealth.
What is Robert James, Chfc®, Mba's phone number?
AeroLeads has found 1 phone signal(s) with area code 800 for Robert James, Chfc®, Mba at GradePoint Financial / 15 Wealth.
Where is Robert James, Chfc®, Mba based?
Robert James, Chfc®, Mba is based in Houston, Texas, United States while working with GradePoint Financial / 15 Wealth.
What companies has Robert James, Chfc®, Mba worked for?
Robert James, Chfc®, Mba has worked for Gradepoint Financial / 15 Wealth, Corebridge Financial, Principal Financial Group, and The Reynolds And Reynolds Company / Universal Computer Systems.
How can I contact Robert James, Chfc®, Mba?
You can use AeroLeads to view verified contact signals for Robert James, Chfc®, Mba at GradePoint Financial / 15 Wealth, including work email, phone, and LinkedIn data when available.
What schools did Robert James, Chfc®, Mba attend?
Robert James, Chfc®, Mba holds Chartered Advisor For Senior Living® from The American College.
What skills is Robert James, Chfc®, Mba known for?
Robert James, Chfc®, Mba is listed with skills including Retirement Planning, Retirement, Financial Planning, Investments, Financial Advisory, Strategic Financial Planning, Leadership, and Finance.
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