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Brian James is a CERTIFIED FINANCIAL PLANNER™ professional and a financial advisor in our Cincinnati office. The married father of three is the Chairman of the Board for Mother Teresa Elementary School, and holds degrees in Finance, Marketing and International Business from Ohio University.
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Brian James is a CERTIFIED FINANCIAL PLANNER™ professional and a financial advisor in our Cincinnati office. The married father of three is the Chairman of the Board for Mother Teresa Elementary School, and holds degrees in Finance, Marketing and International Business from Ohio University.
Brian James
VP of Advisors, Financial Advisor
Designations: CFP®
Brian James is a CERTIFIED FINANCIAL PLANNER™ professional and a financial advisor in our Cincinnati office. The married father of three is the Chairman of the Board for Mother Teresa Elementary School, and holds degrees in Finance, Marketing and International Business from Ohio University.
Education and Certifications
Who I Best Work With
What Guides My Approach
Brian James is a CERTIFIED FINANCIAL PLANNER™ professional and a financial advisor in our Cincinnati office. The married father of three is the Chairman of the Board for Mother Teresa Elementary School, and holds degrees in Finance, Marketing and International Business from Ohio University.
More About Brian:
About Allworth
30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.
Then, as now, we believed we could do better — because you and your money deserve better.
With unparalleled access to a team of financial experts, your wealth has the advantage every modern investor needs. Smart, sophisticated, comprehensive financial planning and investment solutions with tax, estate, insurance, and more — all under one roof and directed by one point of contact.
Because when financial guidance comes with a commitment to put your needs first — and our success is dependent on your success — you get more than just advice.
You get a financial ally for life.
97% of Clients Stay With Us2
25,000+ Clients
Best Financial Advisory Firms
USA Today8
14th Ranked RIA
Barron's1
30 Years in Business
$22.5 billion AUM4
Best in Class Ethics
NBRI9
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