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James Waters Location
Houston, TX, US
James Waters Work
Managing Director @ (September 2020 - Present)
Founder and President @ (January 2000 - September 2020)
Founder and President @ James R. Waters, CFP Wealth Management (November 1992 - December 1999)
Senior Associate @ The AFP Group (June 1984 - November 1992)
Civil Engineer @ Petrocarbon Developments (November 1981 - May 1982)
Civil Engineer @ (June 1980 - November 1981)
James Waters Education
University of Houston - MBA
MBA (Concentration in Finance)
1982-1984
Clarkson University
B.S. (Civil Engineering)
1976-1980
James Waters Skills
Wealth Advisor
Investments
Investment Advisory
Estate Tax Planning
Financial Analysis
Asset Allocation
Asset Management
Financial Planning
Personal Financial Planner
Estate Planning
Strategic Financial Planning
Financial Management
Comprehensive Wealth Management
Trust Planning
Certified Financial Planner
IRA's
Trust Management
Wealth Management
Retirement Planning
Financial Advisory
IRAs
Startups
Entrepreneurship
Personal Financial
Business Strategy
Strategic Financial
Comprehensive Wealth
Wealth
Certified Financial
Management
Asset Managment
Wealth Management Services
Sales
Retirement
James Waters Summary
James Waters, based in Houston, TX, US, is currently a Managing Director at The Mather Group. James Waters brings experience from previous roles at PartnersInWealth, Inc., James R. Waters, CFP Wealth Management, The AFP Group and Petrocarbon Developments. James Waters holds a 1982 - 1984 MBA in Concentration in Finance @ University of Houston - MBA. With a robust skill set that includes Wealth Advisor, Investments, Investment Advisory, Estate Tax Planning, Financial Analysis and more. James Waters has 1 emails and 4 mobile phone numbers on RocketReach.
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