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Cfp Ross James Aif Qpfc

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Cfp Ross James Aif Qpfc

Vice President. Financial Planner. Head of Financial Planning | Sentinel Group

Boston, Massachusetts, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Cfp Ross James Aif Qpfc

Work Experience

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Vice President. Financial Planner. Head of Financial Planning at

Sentinel Group

June 2018 - Present

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Vice President. Financial Planner at

Sentinel Group

June 2015 - June 2018

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Senior Investment Consultant at

Sentinel Group

June 2013 - June 2015

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Investment Consultant at

Sentinel Group

June 2011 - June 2013

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Congressional Staff at

United States Congress

January 2010 - January 2011

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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

mail

**********@sentinelgroup.com

**********@sentinelbenefits.com

******@liebg.com

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