James P. Byers, II CFP<sup>&reg;</sup> - Financial Advisor

James P. Byers, II CFP®

CPA

President

Clearbridge Wealth Management

7000 Central Pkwy, Ste 1650
Atlanta, GA 30328-4599
(770) 350-9605

General

James Byers is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Clearbridge Wealth Management in Atlanta, GA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)

Insurance Licenses

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

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Career Change, Investment Management, Estate Planning, Getting Divorced, Employee Benefits, Insurance, Retirement, Succession Planning, Special Needs, Personal Taxes

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Helpful Financial Planning Resources