James E. Sandifer, CFP<sup>&reg;</sup> - Financial Advisor

James E. Sandifer, CFP®

Owner

Sandifer Wealth Management

3615 Old Shell Rd
Mobile, AL 36608
(251) 340-1984

General

James Sandifer is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Sandifer Wealth Management in Mobile, AL and the surrounding communities.

Financial Advisor Overview

Serving people who know the value of hard work and appreciate the success they have achieved is our privilege. That is why we look forward to devoting our time to serving you. We also believe that through a disciplined long-term process, all clients can and should be financially independent. Over the years, we have developed an expertise in working with medical professionals, retirees and high-net-worth individuals. We understand their needs and the challenges that are specific to each group. We also understand the importance of working with your other professional advisors, such as your attorney or accountant, when the need arises. Please rest assured that we understand the value of having all of your advisors work toward a coordinated game plan in order to help ensure every detail is addressed and covered.

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Financial Advisor Experience

For more than 30 years, Jamey has been helping clients, just like you, build financial strategies based on their individual goals – whether the client is a professional, retiree or high net-worth individual. We believe clients will benefit from his experience and enjoy the personal attention given to each and every client. A dedicated professional, Jamey has achieved the designation of CERTIFIED FINANCIAL PLANNER™ professional, a certification that required him to complete the rigorous CFP® certification process, and requires him to meet ongoing certification renewal requirements. He is a current and past member of Raymond James advisory boards for mutual funds, charitable giving and retirement income. Jamey earned a Bachelor of Science degree in Business Administration, with a concentration in finance, from the University of Alabama. Outside the office, he enjoys golf, hunting, fishing and spending time with his wife and three children. Jamey is also a member of the Estate Planning Council of Mobile, the Financial Planning Association and the Ashland Place United Methodist Church.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

24, 51, 63

Designations & Certifications

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

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Variable annuities

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Mutual Funds, Job Loss, Insurance, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth

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Helpful Financial Planning Resources