James Brewer Email & Phone Number
CEO, Financial Life Architect @ Envision Wealth Planning Inc.
5 free lookup(s).
James Brewer Location
- Chicago, IL, US
James Brewer Work
- 2018 - now CEO, Financial Life Architect @
- 2010 - now President, Financial Life Architect @
- 2010 - now President, CERTIFIED FINANCIAL PLANNER™, Accredited Investment Fiduciary® @
- 2016 - now Adjunct Professor @
- 2009 - 2010 Financial Advisor @
- 2006 - 2009 Financial Advisor @
- 2004 - 2005 Regional Vice President @
- 2002 - 2003 Account Manager @
- 2001 - 2002 Sr. Marketing Manager @
- 1994 - 1998 Asst. Product Manager @
- 1991 - 1994 President @ Brewer Marketing
- 1985 - 1991 District Sales Manager @
James Brewer Education
- MIT Sloan School of Management
MS MANAGEMENT (New Venture and Product Development)
1998 - 2000 - Kettering University
BSIA (Marketing, Finance)
1980 - 1985 - Bishop Noll Institute
James Brewer Skills
- Leadership
- Estate Planning
- Financial Advisory
- Independent Financial Advice
- Public Speaking
- Insurance
- Retirement Planning
- Financial Planning
- Portfolio Management
- Employer Sponsored Retirement Plans
- Investments
- Finance
- 401k
- Asset Allocation
- Strategic Planning
- Investment Advisory
- Financial Services
- Wealth Management
- Investment Strategies
- Entrepreneurship
- Marketing
- Socially Responsible Investing
- Risk Management
- Green Investing
- Wealth
- Social Media Marketing
- Personal Financial Planning
- Small Business
- Management
- Personal Finance
- ERISA
- Retirement
- Comprehensive Wealth Management
James Brewer Summary
- James Brewer, based in Chicago, IL, US, is currently a CEO, Financial Life Architect at Envision Wealth Planning. James Brewer brings experience from previous roles at Envision Wealth Planning, College for Financial Planning and Ziegler. James Brewer holds a 1998 - 2000 MS MANAGEMENT in New Venture and Product Development @ MIT Sloan School of Management. With a robust skill set that includes Leadership, Estate Planning, Financial Advisory, Independent Financial Advice, Public Speaking and more. James Brewer has 1 emails and 2 mobile phone numbers on RocketReach.
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Top Envision Wealth Planning Inc. Employees
James Brewer
CEO, Financial Life Architect
Chicago, IL, US
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