James S. Bennett, Jr. CFP<sup>&reg;</sup> - Financial Advisor

James S. Bennett, Jr. CFP®

CRPC

Private Wealth Advisor

Bennett & Associates, An Ameriprise Private Wealth Advisory Practice

2275 116th Ave NE, Ste 200
Bellevue, WA 98004
(425) 462-7900

General

James Bennett is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Bennett & Associates, An Ameriprise Private Wealth Advisory Practice in Bellevue, WA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Chartered Retirement Planning Counselor

Insurance Licenses

  • Life insurance: WA, AZ, CA, HI, ID, MN, OR, TX
  • Health/disability insurance: WA, AZ, CA, HI, ID, MN, OR, TX
  • Fixed annuities: WA, AZ, CA, HI, ID, MN, OR, TX
  • Variable annuities: WA, AZ, CA, HI, ID, MN, OR, TX

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Asset Allocation, Investment Management, Estate Planning, Insurance, Retirement, Stocks & Bonds, Long-term Care, Personal Taxes

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Helpful Financial Planning Resources