JAMES E. JOSEPH, CFP®

JAMES E. JOSEPH, CFP®

President

Credentials:
  • Certified Financial Planner™
Affiliations:
  • Financial Planning Association (FPA) – Member

Jim works with clients providing financial and investment advice and serves as a key point of contact for prospective clients. In addition, he leads the firm’s strategic initiatives as a member of the leadership team while overseeing the management and financial advisor teams.

Since joining FSA in 2004, Jim has maintained a client-first philosophy, ensuring that client needs and expectations are met. This is evident in the infrastructure of FSA, namely service teams for every client and their financial review process. This has helped FSA remain responsive to the changing needs of clients.

Jim’s passion to help people grow has reached his team members as well. He led the charge to redesign our firm’s culture to become a “learning organization,” guaranteeing team members receive an opportunity to shine their gifts and grow as people and not just employees.

Prior to joining FSA, he worked with other firms, including Charles Schwab and Morgan Stanley, where he developed client portfolios and helped build cash flow strategies and retirement plans to meet each client’s unique needs and goals.

Jim has built a reputation as a trusted source for financial commentary. He has been interviewed and quoted in a variety of publications and magazines, including The Wall Street Journal and Reader’s Digest, Parents, and Parenting magazines.

Jim graduated from West Virginia University with a bachelor’s degree in finance.