P. James  O'Gorman,  CFP<sup>&reg;</sup> - Financial Advisor

P. James O'Gorman, CFP®

CPA,

O'Gorman Asset Management, Inc.

331 Deer Track Ln
Valley Cottage, NY 10989

General

P. James O'Gorman is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at O'Gorman Asset Management, Inc. in Valley Cottage, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Other - Notary

Insurance Licenses

  • Life insurance: New York
  • Health/disability insurance: New York
  • Property/casualty: New York

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Asset Allocation, Investment Management, Getting Married, Mutual Funds, Real Estate, Insurance, Job Loss, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Sudden Wealth, Personal Taxes

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