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Webinar: Claiming Social Security: Strategies for Approaching Retirement

Meet James Walsh, CMFC®

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(800) 444-1053

About James

James provides comprehensive wealth management strategies to help people optimize their financial lives. As a financial adviser, he works closely with individuals and families to guide them toward their financial goals. His services include financial planning, retirement planning and investment management.

James has around 20 years of experience in the financial and retirement planning industry. He is a Chartered Mutual Fund Counselor and an alumnus of Western Michigan University with a BA in Communications.

Connect with James on LinkedIn

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Specializations

  • Retirement Planning
  • Tax Planning
  • College Planning
  • Estate Planning
  • Investment Portfolio and 401k Advice & Monitoring
  • Social Security
  • Medicare
  • Insurance & Risk Management
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Qualifications

  • CMFC (Chartered Mutual Fund Counselor)
  • BA in Communications from Western Michigan University

ADVISER Q+A

What do you think is important about giving back to your community – both at the firm and for you personally?

What influenced your decision to join Advance Capital?

Were there any particular learning experiences that prepared you for this role?

FUN FACT!

In addition to going the extra mile for his clients, James loves to go above and beyond, literally, in his spare time. He enjoys hiking and mountain climbing out west, and he often participates in duathlons.