James A. Daniel,  CFP<sup>&reg;</sup> - Financial Advisor

James A. Daniel, CFP®

CFA, CMT, EA

Fee-Only Financial Planner

The Advisory Firm, LLC

12600 Deerfield Parkway, Suite 100
Alpharetta, GA 30004
FINANCIAL ADVISOR'S WEBSITE
(678) 566-3711 CONNECT WITH James
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General

James Daniel is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at The Advisory Firm, LLC in Alpharetta, GA and the surrounding communities.

Financial Advisor Overview

A Fee-Only Practice providing Financial Planning, Investment Management and Tax Planning/Prep to build a holistic strategy to help you reach your retirement goals.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)
  • Other - Chartered Market Technician (CMT) Enrolled Agent

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Investment Management, Retirement, Personal Taxes

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Helpful Financial Planning Resources