Alison James, CFP<sup>&reg;</sup> - Financial Advisor

Alison James, CFP®

Owner, Financial Advisor

WorthWise Financial Partners, LLC

21175 State Highway 249
Houston, TX 77070-1655
FINANCIAL ADVISOR'S WEBSITE
(832) 838-9473 CONNECT WITH Alison
  • facebook link
  • linkedin link

General

Alison James is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at WorthWise Financial Partners, LLC in Houston, TX and the surrounding communities.

Financial Advisor Overview

Alison is focused on helping families juggle college and retirement saving and plan to achieve their dreams. At WorthWise Financial Partners, we believe that everyone needs a financial plan. No matter your net worth, your stage of life, or your level of financial knowledge, we are ready to partner with you to turn your hopes and dreams into achievable goals.

More

Financial Advisor Experience

Over 20 years experience in insurance and retirement planning.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

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

Financial Advisor's Specialties

Attending College, Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset Allocation, Disaster Recovery, Investment Management, Employee Benefits, Mutual Funds, Irregular Income, Getting Married, Retirement, Stocks & Bonds, Life Planning, Starting a Family, Sudden Wealth, Nontraditional Households, Women's Finances

More

Helpful Financial Planning Resources