James Daniel (CFA, CFP®, EA)
James Daniel focuses in the
following client markets or areas of practice:
- Baby Boomers
- Business Owners
- Corporate Executives
- Entrepreneurs
- Generation X
- Investment Advice with Ongoing Management
- Baby Boomers
- Business Owners
- Corporate Executives
- Entrepreneurs
- Generation X
- Investment Advice with Ongoing Management
Planning Specialties
PLAN. INVEST. RELAX.
Welcome to The Advisory Firm, a fee-only Financial planning, Investment management and Tax practice based in Alpharetta and serving clients throughout North Georgia. We offer complete wealth managment with bundled planning/investment and tax prep or stand alone planning services.
We invite you to visit our website to learn more about the services that we offer for clients from mid career through retirement.
www.alpharettafinancialplanner.com
Whether you are seeking a planner to help build your strategy or an investment manager to implement it, our services are tailored to fit your needs.
Additional Information
Certified Financial Planner (CFP) * Chartered Financial Analyst (CFA) * Chartered Market Technician (CMT) * Enrolled Agent (tax)
NAPFA Start Date
April 24, 2006
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identifying a potential advisor for their review and consideration. The appearance of an
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no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.