Cfp® Joe James

Joe James, CFP®, is a financial professional specializing in total financial needs analysis, offering a wide range of services through a network of experienced professionals.

He provides expertise in advisory services, retirement analysis, estate strategies, employee benefits, business continuation strategies, and trust services.

Joe James is licensed to sell securities and insurance in Texas and holds a BBA in Finance from The University of Texas at San Antonio.

His educational background also includes completing an Innovator Certification Course in Innovation at The University of Texas at Austin and an AA in General studies at Marion Military Institute.

With a wealth of experience, Joe James has held various prominent roles in organizations such as Vice President at Greater Texas Financial Solutions and Aggieland Financial Solutions.

Formerly, he served as Vice President, Financial Solutions at Greater Texas and Aggieland Credit Union, Agency Supervisory Officer at MassMutual South Texas, Director Wealth Management at USAA, and Vice President at Money Managers, Inc., among other significant positions.

His past experience includes roles such as Financial Services Manager at Security Service Federal Credit Union, Financial Consultant at SWBC and Bank United Securities, and Area Sales Representative at American Funds. Additionally, he also served as a Company Commander and Helicopter Pilot at Army National Guard.