William "Bud" James, MBA, CFP®, CLU, ChFC, AIF®Managing Director
Phone: 215.997.2412 William "Bud" James works with owners and executives in small to large companies who struggle to get their arms around all of the key financial planning issues facing them now and in the future – from compensation and retirement planning issues to estate planning, insurance and more. He helps them pull together all financial, legal and insurance partners to craft strategies in every area that are designed to help optimize results and give them valuable financial well-being. Utilizing a unique planning process, Bud works in conjunction with his client’s attorney and other advisors to implement the latest strategies that help his clients work towards their objectives in the most tax-efficient and cost-efficient manner. Retirement income planning has become the critical theme for individuals approaching retirement age. We use a specialized planning tool to help our clients get prepared and make more informed decisions for the financial futures. To learn more about how the "Income for Life Model" can help you plan for retirement, click here. Education Temple University - Bachelor of Business Administration - Summa Cum Laude - President’s Scholar Saint Joseph’s University - Master of Business Administration - Finance Professional Designations, Affiliations, Licenses and Registrations CERTIFIED FINANCIAL PLANNER™ (CFP®) Chartered Life Underwriter (CLU) Chartered Financial Consultant (ChFC) Accredited Investment Fiduciary (AIF®) Financial Planning Association Series 6, 7 and 63 Securities Registrations Life, Health, Accident and Property and Casualty Insurance Licenses Member - Securities America Advisory Council Member - Securities America Advisory Council on Technology Member - Securities America 401k Advisory Council Personal Interests Family, Travel, Bicycling, Skiing, Technology Martial Arts - 3rd Degree Black Belt - Certified Instructor Fine Art Photography (www.budjamesphotography.com)
The Investment Fiduciary standard of care applies to advisory services only. 
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517 U. S. 1, Ste 3050, Iselin, NJ 08830 Phone: 866.284.1314 (Toll Free) |
Securities offered through Securities America, Inc., member FINRA / SIPC. Advisory services offered through Securities America Advisors, Inc. Dynasty Advisors, LLC and Securities America companies are not affiliated. Securities licensed in DE; FL; MD; MI; NJ; NY; NC; PA; SC; VA; OH; CA; CT; NV; TX; ID; NM . Insurance licensed in: DE; FL; MD; NJ; NY; PA; NC; OH; CT; NV; VA. Advisory licensed in: NJ; TX: PA.