James Twining Email & Phone Number
Founder, CEO, Wealth Manager @ Financial Plan, Inc.
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James Twining Location
- Bellingham, WA, US
James Twining Work
- 1984 -now Founder, CEO, Wealth Manager @
- 1984 -1996 Financial Advisor @
- 1983 -1984 Banker @ Mount Baker Bank
James Twining Education
- USC
(Music Performance/ Economics)
1977-1979 - Loyola Marymount University
(English Language and Literature/Letters)
1974-1976
James Twining Skills
- Comprehensive Planning
- Financial Education
- Investment Management
- Wealth Management
- Financial Advisory
- Leadership
- Investments
- Finance
- Management
James Twining Summary
- James Twining, based in Bellingham, WA, US, is currently a Founder, CEO, Wealth Manager at Financial Plan, Inc.. James Twining brings experience from previous roles at American Express and Mount Baker Bank. James Twining holds a 1977 - 1979 USC. With a robust skill set that includes Comprehensive Planning, Financial Education, Investment Management, Wealth Management, Financial Advisory and more. James Twining has 1 emails on RocketReach.
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Top Financial Plan, Inc. Employees
Devin Wolf
Chief Investment Officer
Bellingham, WA, US
Jeanne Twining
Chief Operations Officer
Bellingham, WA, US
Stephanie
Director of Marketing and Communications
Bellingham, WA, US
Kelsey Martin
Associate Financial Advisor
Bellingham, WA, US
Gabriel Twining
Principal and Lead Advisor
Bellingham, WA, US
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