Donald W. James,  CFP<sup>&reg;</sup> - Financial Advisor

Donald W. James, CFP®

CPA/PFS

Kiplinger & Co., CPAs

15300 Pearl Rd, Ste 200
Strongsville, OH 44136-5036
(440) 238-0222

General

Donald James is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Kiplinger & Co., CPAs in Strongsville, OH and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)

Insurance Licenses

  • Life insurance: OH
  • Health/disability insurance: OH
  • Variable annuities: OH

Financial Advisor's Specialties

Attending College, Budget & Debt Management, Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement, Sudden Wealth

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