James Brewer Email & Phone Number
CEO, Financial Life Architect @ Envision Wealth Planning Inc.
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James Brewer Location
- Chicago, IL, US
James Brewer Work
- CEO, Financial Life Architect @ (October 2018 - Present)
- President, Financial Life Architect @ (March 2010 - Present)
- President, CERTIFIED FINANCIAL PLANNER™, Accredited Investment Fiduciary® @ (March 2010 - Present)
- Adjunct Professor @ (January 2016 - Present)
- Financial Advisor @ (February 2009 - February 2010)
- Financial Advisor @ (August 2006 - February 2009)
- Regional Vice President @ (July 2004 - November 2005)
- Account Manager @ (December 2002 - December 2003)
- Sr. Marketing Manager @ (February 2001 - November 2002)
- Asst. Product Manager @ (October 1994 - August 1998)
- President @ Brewer Marketing (February 1991 - September 1994)
- District Sales Manager @ (August 1985 - January 1991)
James Brewer Education
- Bishop Noll Institute
MS MANAGEMENT (New Venture and Product Development)
1998-2000 - MIT Sloan School of Management
MBA (MS MANAGEMENT, New Venture and Product Development)
1998-2000 - Kettering University
BSIA (Marketing, Finance)
1980-1985
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 @ Bishop Noll Institute. With a robust skill set that includes Leadership, Estate Planning, Financial Advisory, Independent Financial Advice, Public Speaking and more. James Brewer has 3 emails and 8 mobile phone numbers on RocketReach.
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