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

James D. Cantrell, CFP®

President

Financial Strategies, Inc.

13555 Bishops Ct, Ste 340
Brookfield, WI 53005-6224
(262) 821-1664

General

James Cantrell is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Financial Strategies, Inc. in Brookfield, WI and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - NAPFA Registered Financial Advisor

Insurance Licenses

  • Life insurance: Wisconsin
  • Health/disability insurance: Wisconsin

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Mutual Funds, Job Loss, Retirement, Succession Planning, Sudden Wealth, Personal Taxes

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