James Twining Email & Phone Number

Founder, CEO, Wealth Manager @ Financial Plan, Inc.

5 free lookup(s).

James Twining Location

Bellingham, WA, US

James Twining Work

1984 - now Founder, CEO, Wealth Manager @ Financial Plan, Inc.
1984 - 1996 Financial Advisor @ American Express
View Department
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

see less

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.

James Twining Emails

Found 1 emails

@gmail.com

James Twining Phone Numbers

Found 1 phone numbers

+1 360-714-XXXX

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Top Financial Plan, Inc. Employees

Devin Wolf

Chief Investment Officer at Financial Plan, Inc.

Bellingham, WA, US
2
- financialplaninc.com
- gmail.com
1
- +1 206-478-XXXX
Justin Gross

Partner and Advisor at Financial Plan, Inc.

Bellingham, WA, US
2
- gmail.com
- financialplaninc.com
1
- +1 253-241-XXXX
Stephanie

Director of Marketing and Communications at Financial Plan, Inc.

Bellingham, WA, US
2
- financialplaninc.com
- gmail.com
3
- +1 253-370-XXXX
- +1 360-303-XXXX
- +1 360-647-XXXX
Nathan Twining

Lead Advisor at Financial Plan, Inc.

Bellingham, WA, US
2
- financialplaninc.com
- gmail.com
3
- +1 360-714-XXXX
- +1 360-383-XXXX
- +1 360-647-XXXX
Andrew Zender

Wealth Management Advisor at Financial Plan, Inc.

Bellingham, WA, US
2
- financialplaninc.com
- gmail.com
1
- +1 360-592-XXXX
Quinn Vicars

Associate at Financial Plan, Inc.

Bellingham, WA, US
1
- financialplaninc.com
Dillon Quintana

Paraplanner at Financial Plan, Inc.

Bellingham, WA, US
1
- financialplaninc.com
Kelsey Martin

Associate Financial Advisor at Financial Plan, Inc.

Bellingham, WA, US
2
- financialplaninc.com
- gmail.com

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