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James Cfs Location
Overland Park, KS, US
James Cfs Work
President | Founder @ (April 2010 - Present)
Financial Advisor, Managing Associate @ New England Financial (January 1996 - July 2005)
Financial Representative @ (January 1990 - January 1996)
James Cfs Education
University of Central Missouri
Bachelor's degree (Finance, General)
1986-1990
University of Central Missouri
(Finance, General)
1986-1990
James Cfs Skills
Retirement Planning
Wealth Management
Retirement
Financial Planning
Life Insurance
Business Planning
401k
Financial Planners
Wealth
Finance
Management
Long-term Care
Fixed Annuities
401k Rollovers
Money Management
Strategic Financial Planning
IRAs
Executive Pay
Financial Advisory
Financial Services
Securities
Strategic Planning
Investments
Insurance
Leadership
Business Development
Microsoft Office
Customer Service
Long Term Care
James Cfs Summary
James Cfs, based in Overland Park, KS, US, is currently a President | Founder at Financial Partners Group, Inc. | Wealth Management. James Cfs brings experience from previous roles at New England Financial and Guardian Financial. James Cfs holds a 1986 - 1990 Bachelor's degree in Finance, General @ University of Central Missouri. With a robust skill set that includes Retirement Planning, Wealth Management, Retirement, Financial Planning, Life Insurance and more. James Cfs has 3 emails and 1 mobile phone numbers on RocketReach.
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