James M. Masloff,  CFP<sup>&reg;</sup> - Financial Advisor

James M. Masloff, CFP®

Branch Manager

Raymond James Financial Services, Inc. Member FINRA/SIPC

941 Glenwood Station Lane, Ste 201
Charlottesville, VA 22901
(434) 951-9988

General

James Masloff is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Raymond James Financial Services, Inc. Member FINRA/SIPC in Charlottesville, VA and the surrounding communities.

Financial Advisor Overview

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER, CFP (with plaque design) and CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.  Raymond James is not affiliated with the Financial Planning Association.

More

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 9, 10, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)

Broker-Dealer Affiliation

Raymond James Financial Services, Inc.

Broker-Dealer Disclaimer

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.  Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Investment Management, Mutual Funds, Real Estate, Retirement, Stocks & Bonds, Succession Planning, Sudden Wealth

More

Helpful Financial Planning Resources