James Hargrave

James Hargrave is the director of financial planning at My Financial Coach.

He brings professional experience in financial planning from his history of working in the banking, investment, and fin-tech industries.

He currently has his Master’s in Business Administration, CFP®, CLU®, Series 7 & 63, and the Life & Health Insurance License.

Though proud of these accomplishments, he believes in the ongoing process of educating oneself, maintaining integrity, and always helping those around him. These values were instilled in him at an early age, and act as guiding principles for his life decisions.

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