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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
Financial Advisor
Designations: CFP®
513-469-7500
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 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, Allworth Financial Advisor
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.
We place the needs of our clients first every single time, because when financial guidance is uncompromised by self-interest or distractions — 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
Best in Class Ethics
NBRI9
30 Years in Business
$22.5 billion AUM4
Top 100 RIA Firm
Barron's1