Financial Planning Certification Executive Program (Financial Planning and Services)
2013 - 2014
Georgia State University - J. Mack Robinson College of Business
MBA (Finance)
2005 - 2007
Louisiana State University
BS (Civil Engineering)
1994 - 2000
Isidore Newman School
Diploma
1981 - 1993
James Lewis Skills
Social Security
Retirement Planning
Strategic Financial...
Wealth Management
Investment Advisory
Asset Allocation
Investments
Portfolio Management
Laboratory
Making Deadlines
James Lewis Summary
James Lewis, based in Atlanta, GA, US, is currently a Founder + Podcast Host at Retire Southern. James Lewis brings experience from previous roles at Capital Investment Advisors. James Lewis holds a 2013 - 2014 Financial Planning Certification Executive Program in Financial Planning and Services @ University of Georgia - Terry College of Business. With a robust skill set that includes Social Security, Retirement Planning, Strategic Financial..., Wealth Management, Investment Advisory and more. James Lewis has 2 emails on RocketReach.
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