James D. Atkinson,  CFP<sup>&reg;</sup> - Financial Advisor

James D. Atkinson, CFP®

AIF®MPAS

Managing Director

Columbus Capital

6530 W Campus Oval
New Albany, OH 43054
FINANCIAL ADVISOR'S WEBSITE
(614) 656-1230

General

James Atkinson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Columbus Capital in New Albany, OH and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 9, 10, 65, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MPAS

Insurance Licenses

  • Life insurance

Broker-Dealer Disclaimer


Financial Advisor's Specialties

401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Business Taxes, Estate Planning, Investment Management, Limited Partnerships, Getting Divorced, Mutual Funds, Insurance, Real Estate, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Succession Planning, Nontraditional Households, Special Needs, Personal Taxes

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