James Karamourtopoulos (CFP®)

James Karamourtopoulos focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Corporate Executives
  • Generation X
  • Investment Advice with Ongoing Management
  • Millennials
  • Novice Investors

Planning Specialties

I help early to mid-career tech professionals leverage and optimize their equity compensation to live the life they want today while also planning for a financially secure future.

Additional Information

My name is Jay Karamourtopoulos. I am a CFP®, MBA and founder of Hereford Financial, a fee-only financial planning and investment management firm located in Boston. I help my clients by educating them about their equity compensation packages and the strategies available to them, and empower them by putting them in control of their finances.

I’ve worked in the financial services industry for over 10 years. After spending time at large and mid-sized asset management firms in Boston, I worked for a team of financial planners helping to construct plans for their clients. I have also worked for two early stage FinTech companies. My unique experience allows me to connect with you as someone who has had similar experiences and understands what it is like to work in the tech industry.

Working with me will bring you the comfort of knowing that you are in control of your finances and making smart decisions with your equity comp, allowing you to spend your well-deserved time away from the office doing more of the things you love.

Outside of the office you can find me running along the Charles River, attending a Boston team sporting event or trying out a new restaurant.

NAPFA Start Date

September 30, 2021

Submit
Submit

This Office

15 Noyes Place Boston, MA 02113 Phone: (617) 249-3252