James Boulay (CAP, CFP®, CPA/PFS)

James Boulay focuses in the
following client markets or areas of practice:
- Business Owners
- Charitable Giving
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Socially Responsible Investments
- Business Owners
- Charitable Giving
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Socially Responsible Investments
NAPFA Start Date
September 03, 2019