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

James Mwombela, CFP®

Associate Advisor

FPA of the Triangle

c/o Capitol Hill Management Services, 3801 Lake Boone Trail
Raleigh, NC 27607
FINANCIAL ADVISOR'S WEBSITE
(919) 232-0120

General

James Mwombela is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at FPA of the Triangle in Raleigh, NC and the surrounding communities.

Financial Advisor Overview

James Mwombela worked for a large insurance company in Chicago, IL, after earning his Economics and Political Science degree at the University of North Carolina at Chapel Hill. It wasn’t long before James discovered his passion for helping families reach their retirement goals. He then moved back to Chapel Hill, attained his Series 65, and joined the team at Cardinal. Since then he has also attained his Certified Financial Planner™ designation.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: AL CA, DC, GA, IA, MD, NC, SC, TX, VA
  • Health/disability insurance: AL, CA, DC, GA, IA, MD, NC, SC, TX, VA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Banking, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Medical & Health Issues, Nontraditional Households

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Helpful Financial Planning Resources