James R. Waters,  CFP<sup>&reg;</sup> - Financial Advisor

James R. Waters, CFP®

Managing Director

The Mather Group

4400 Post Oak Pkwy, Ste 2330
Houston, TX 77027-3440
FINANCIAL ADVISOR'S WEBSITE
(713) 839-7641 CONNECT WITH James
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General

James Waters is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at The Mather Group in Houston, TX and the surrounding communities.

Financial Advisor Overview

As Managing Director, Jim brings more than 30 years of experience in the financial services industry. In his career as a financial advisor, Jim has navigated numerous changes to tax code, stock market euphoria, and stock market busts. Prior to joining The Mather Group, Jim founded PartnersInWealth in 2000 where he focused on bringing straightforward, unbiased advice to financially successful households — bringing them peace of mind, security, and control in their financial future. Jim has been a member of the Financial Planning Association (FPA) since 1987 and the National Association of Personal Financial Advisors (NAPFA), the nation’s largest fee-only professional organization, since 1994
 

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Financial Advisor Experience

More than 32 years in financial services.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Irregular Income, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Succession Planning, Sudden Wealth, Men's Finances, Nontraditional Households

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Helpful Financial Planning Resources