James Causey (CFP®, CPA)
James Causey focuses in the
following client markets or areas of practice:
- AUM
- College/Education Planning
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
- AUM
- College/Education Planning
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
NAPFA Start Date
March 06, 2019