Rodney James (CFP®, CTFA)

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

  • Alternative or Private Investments
  • Business Owners
  • Charitable Giving
  • College/Education Planning
  • Corporate Executives
  • Divorce Planning

Additional Information

Rodney is a Wealth Strategist with Kanaly Trust and a member of Kanaly’s Wealth Management Advisory Committee. He joined the Kanaly team in 2012 to partner with Relationship Managers by providing our clients with stewardship and decision-making analysis.

Rodney began serving families in 2008 as a Paraplanner with an independent retirement planning firm where he developed the firm’s first client education program. In 2010, Rodney joined Bernstein Global Wealth Management as a Private Client Associate to serve clients and analyze portfolios.

Rodney is a native Houstonian who serves with Houston’s First Baptist Church and the Caring Aggie Mentor Program (C.A.M.P.). He has served in various leadership roles for the Texas A&M Reveille Club, including President and is an active leader within Toastmasters. Rodney and his beautiful bride Jennifer are backyard gardeners.

Rodney received his BA in Communication, with a minor in Spanish, from Texas A&M University. He is a Certified Financial Planner™ practitioner and has earned the Certified Trust and Financial Advisor (CTFA) designation. Rodney has passed Level I of the CFA Institute’s Chartered Financial Analyst (CFA®) program. Rodney is a member of Kingdom Advisors and the Houston Estate and Financial Forum (HEFF). 

NAPFA Start Date

October 15, 2015

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This Office

5555 San Felipe St Ste 200 Houston, TX 77056-2760 Phone: (713) 561-9300