James CFA

Senior Portfolio Manager at DJM Financial | Northwestern Mutual Private Client Group - , Alberta, Canada

James CFA's Colleagues at DJM Financial | Northwestern Mutual Private Client Group
Matt CFP

Wealth Management Advisor

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Christa CPA

CPA

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Kevin CLU

Wealth Management Advisor

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Victoria Mohler

Associate Finanial Representative, CLTC

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Nicolas Mattingly

Wealth Management Associate

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Kate Mainelli

account manager

Contact Kate Mainelli

Elicia Nicoll

Director of Employer and Participant Services

Contact Elicia Nicoll

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James CFA's Contact Details
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***@djmfinancial.com
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(XXX) XXX-XXXX
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DJM Financial | Northwestern Mutual Private Client Group
James CFA's Company Details
DJM Financial | Northwestern Mutual Private Client Group logo, DJM Financial | Northwestern Mutual Private Client Group contact details

DJM Financial | Northwestern Mutual Private Client Group

, Alberta, Canada • 11 - 50 Employees
Financial Services

Financial independence doesn't happen by chance, it results from expert strategic planning. That's why our firm includes professionals whose talents, skills and expertise help ensure that you get the best possible guidance every time. Areas of focus include retirement planning, insurance and investment strategies, estate planning, and executive/employee benefits.While there are various layers of complexity in the work that we do, we are fundamentally guided by our pledge to always do what is in the client's best interest. As a result, we have built a firm with the intention of supporting families and businesses for generations to come.

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Frequently Asked Questions about James CFA
James CFA currently works for DJM Financial.
James CFA's role at DJM Financial is Senior Portfolio Manager.
James CFA's email address is ***@djmfinancial.com. To view James CFA's full email address, please signup to ConnectPlex.
James CFA works in the Financial Services industry.
James CFA's colleagues at DJM Financial | Northwestern Mutual Private Client Group are Matt CFP, Christa CPA, Kevin CLU, Victoria Mohler, Nicolas Mattingly, Kate Mainelli, Elicia Nicoll and others.
James CFA's phone number is
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