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Cfp Ross James Aif Qpfc
Cfp Ross James Aif Qpfc
Vice President. Financial Planner. Head of Financial Planning | Sentinel Group
Boston, Massachusetts, United States
Cfp Ross James Aif Qpfc
Summary
Ross James is a seasoned financial professional with extensive experience in personal financial planning and investment management. As the Senior Vice President of the Private Client Group at Sentinel Group, he provides tailored financial strategies to individuals, families, and businesses, ensuring their financial wellness and retirement readiness. With a strong educational background in Government and International Political Economy from Connecticut College, Ross combines analytical skills with a deep understanding of employee benefits and investment strategies. He holds multiple certifications, including CERTIFIED FINANCIAL PLANNER, Qualified Plan Financial Consultant, and Accredited Investment Fiduciary. His career spans over a decade, primarily at Sentinel, where he has progressively advanced through various roles. Ross is committed to empowering clients by simplifying complex financial concepts and promoting a holistic approach to wealth management.
Cfp Ross James Aif Qpfc
Work Experience
Vice President. Financial Planner. Head of Financial Planning at
Sentinel Group
June 2018 - Present
Vice President. Financial Planner at
Sentinel Group
June 2015 - June 2018
Senior Investment Consultant at
Sentinel Group
June 2013 - June 2015
Investment Consultant at
Sentinel Group
June 2011 - June 2013
Congressional Staff at
United States Congress
January 2010 - January 2011
Cfp Ross James Aif Qpfc
Education
Connecticut College, Bachelor Of Arts (B.A.)
Frequently Asked Questions about Cfp Ross James Aif Qpfc
What is Cfp Ross James Aif Qpfc email address?
Cfp Ross James Aif Qpfc's primary email address is **********@sentinelgroup.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Cfp Ross James Aif Qpfc work for?
Cfp Ross James Aif Qpfc is a Vice President. Financial Planner. Head of Financial Planning at Sentinel Group.
Where Cfp Ross James Aif Qpfc graduated from?
Cfp Ross James Aif Qpfc holds a degree in Government Major With A Concentration In International Political Economy from Connecticut College.
How can I directly contact Cfp Ross James Aif Qpfc?
To contact Cfp Ross James Aif Qpfc directly, you can use the email address **********@sentinelgroup.com. Complete contact information is available upon registration with Muraena.
Who is Cfp Ross James Aif Qpfc?
Ross James is a seasoned financial professional with extensive experience in personal financial planning and investment management. As the Senior Vice President of the Private Client Group at Sentinel Group, he provides tailored financial strategies to individuals, families, and businesses, ensuring their financial wellness and retirement readiness. With a strong educational background in Government and International Political Economy from Connecticut College, Ross combines analytical skills with a deep understanding of employee benefits and investment strategies. He holds multiple certifications, including CERTIFIED FINANCIAL PLANNER, Qualified Plan Financial Consultant, and Accredited Investment Fiduciary. His career spans over a decade, primarily at Sentinel, where he has progressively advanced through various roles. Ross is committed to empowering clients by simplifying complex financial concepts and promoting a holistic approach to wealth management.
Cfp`s contact details
**********@sentinelgroup.com
**********@sentinelbenefits.com
******@liebg.com
Colleagues
President and CEO
Vice President, Health & Welfare Services
Senior Vice President
VP, People and Culture
Vice President, Financial Planner, Private Client Group
Vice President, Senior Benefit Consultant
Vice President, Health & Welfare Services
Vice President, Advisor Channel Consulting
SVP, Head of Retirement Plan Advisory Services / Plan Advisor
Chief Operating Officer