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

James A. Stokes, CFP®

President

Stokes Wealth

3117 Edgewater Drive
Orlando, FL 32804
FINANCIAL ADVISOR'S WEBSITE
(877) 843-4200
(407) 843-4200
CONNECT WITH James
  • linkedin link

General

James Stokes is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Stokes Wealth in Orlando, FL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career Change, Investment Management, Estate Planning, Employee Benefits, Getting Divorced, Limited Partnerships, Mutual Funds, Getting Married, Real Estate, Insurance, Job Loss, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Succession Planning, Sudden Wealth, Men's Finances, Women's Finances

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