Stephanie M. James,  CFP<sup>&reg;</sup> - Financial Advisor

Stephanie M. James, CFP®

MBA

Senior Financial Advisor

Wescott Financial Advisory Group, LLC

30 S 17th St
Philadelphia, PA 19103
FINANCIAL ADVISOR'S WEBSITE
(215) 979-1694

General

Stephanie James is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wescott Financial Advisory Group, LLC in Philadelphia, PA and the surrounding communities.

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

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Career Change, Investment Management, Getting Divorced, Mutual Funds, Retirement, Stocks & Bonds, Life Planning, Sudden Wealth

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