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Cfp® James Roberts
Introducing the Intentional 401k™ - Transform Your 401k from MIA to Motivating, Inspiring and Aligning - Higher Productivity - Reduced Absenteeism - Connect with Your Workforce - Make an IMPACT - Contribute to The 🌎
James Roberts is a Certified Financial Planner (CFP®) and a Certified Exit Planner (CExP™) dedicated to making a positive impact on the world.
He believes in giving back and donates 10% of the gross fee charged to causes chosen by the workforce.
James is passionate about encouraging others to make a difference in their communities and workplaces.
He guides individuals in understanding and optimizing their 401k retirement benefits, tailored to their unique priorities and goals.
With educational backgrounds from institutions like Magruder High School, Georgetown University, University of Maryland, and University of North Carolina at Wilmington, James brings a wealth of knowledge and expertise to his financial planning practice.
As the founder of Intentional Wealth Partners, he leads by example in charitable giving and impactful financial advising.
James has a strong history of involvement in organizations like The Leukemia & Lymphoma Society, Platoon 22, and LPL Financial.
His intentional approach to financial planning aims to simplify complex strategies and empower individuals to make informed decisions for their financial futures.
