James Harvey (CFP®, CPA, PFS™)

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

  • AUM
  • Baby Boomers
  • Cash Flow/Budgets/Credit Issues
  • Generation X
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management

NAPFA Start Date

October 03, 2022


This Office

2646 Rockhurst Blvd Colorado Springs, CO 80918-3698 Phone: (719) 745-4554