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

John R. James, CFP®

Senior Planner

Quantum Financial Planning Services

11335 NE 122nd Wy, Ste 105
Kirkland, WA 98034
(425) 889-7487

General

John James is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Quantum Financial Planning Services in Kirkland, WA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Certified Divorce Finanacial Analyst

Insurance Licenses

  • Life insurance: WA,OR,ID
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Investment Management, Estate Planning, Insurance, Retirement, Stocks & Bonds, Long-term Care

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Helpful Financial Planning Resources