James O'Neil

I have over 20 years experience from a diverse industry background including manufacturing, banking, finance, credit analysis, advertising, insurance, and pharmaceuticals.

This broad range of industry experience, I believe, gives me unique insight into how the domestic and global markets affect the economy and more importantly, your portfolio. This broad, firsthand experience better enables me to educate and assist individuals on the appropriateness of financial diversification when developing financial strategies. Even though it was some time ago, I hold degrees in Mathematics and Economics from Allegheny College in Pennsylvania. My accreditation as a Certified Retirement Planning Consultant (CRPC) professional designation allows me to help individual and couples, whether navigating the challenges of their current working years planning for future retirement, or currently enjoying retirement. Also, my role as a Tax Planning Certified Professional (TPCP) provides me the ability to ensure any planning navigations with clients is always mindful of current and future tax consequences.