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

James Victor Conrad, CFP®

ChFC, AIF®

PINNACLE Financial Strategies, LLC

6600 Brooktree Rd, Ste 2600
Wexford, PA 15090-6707
FINANCIAL ADVISOR'S WEBSITE
(724) 940-4333 x11

General

James Conrad is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at PINNACLE Financial Strategies, LLC in Wexford, PA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Chartered Financial Consultant (ChFC®)
  • Other - note that I am inactive with my CPA currently, AIF

Insurance Licenses

  • Life insurance: PA, OH, WV, FL, GA, NC, OK
  • Health/disability insurance: PA, OH, WV, FL, GA, NC, OK
  • Fixed annuities: PA, OH, WV, FL, GA, NC, OK
  • Variable annuities: PA, OH, WV, FL, GA, NC, OK

Broker-Dealer Affiliation

Commonwealth Financial Network

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Annuities, Asset Allocation, Investment Management, Estate Planning, Getting Divorced, Employee Benefits, Mutual Funds, Job Loss, Insurance, Retirement, Stocks & Bonds, Succession Planning, Long-term Care, Sudden Wealth

More

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