James Reese, CFP®, CLU

James Reese, CFP®, CLU

Founding Managing Partner

Retirement Planning Specialist

At Retirement Group
  • 25+ years of industry experience; 13 years of senior branch management roles.
  • Attended University of Denver where he was a member of the Lambda Chi Alpha Fraternity.
  • Successfully completed an advanced learning curriculum, focused on asset allocation and wealth management strategy, hosted at Harvard University.
  • Retirement Planning Specialist, having received the Certificate in Retirement Planning from The Wharton School of Business at The University of Pennsylvania. 
  • Holds FINRA series 24, 26, 53, 6, 63, 65 and 7.
  • Current trustee of Longs Peak Council of The Boy Scouts of America and Ben C. Delatour Foundation; current member of the de Tocqueville Society.
  • Jim and his wife Kathy proudly have 2 sons and 5 grandchildren.

 

CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

California Insurance License #: 0A99749


Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.