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Our financial advice team


James S Bennett Jr

James S Bennett Jr

CFP®, BFA, CRPC®, APMA®

Private Wealth Advisor

AGP Wealth Advisors
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 1 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Charitable Giving
  • Family Finances
  • Insurance
  • Saving for Education
  • Retirement Plan Distribution
  • Social Security Retirement Benefits
  • Executive Compensation and Benefit Strategies
  • Employee Stock Options
  • Small Business

Interests

Jim is married to wife, Karla his college sweet heart. They have 2 children, Andrew & Thomas. Jim has resided in Bellevue, WA for over 20 years. Jim enjoys traveling, sporting events and golf.

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2018-2021
  • Ameriprise Client Experience Award, 2020
  • Five Star Wealth Manager , 2012-2021
  • Ameriprise Circle of Success, 2018, 2020
  • Ameriprise Diamond Ring Club, 2011

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠
  • BFA™ Behavioral Financial Advisor™
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • B.S. Business Management, Whitworth University, Spokane, WA 1989
Newsletter

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Community participation

  • Whitworth University Trustee
  • Big Table donor and volunteer. Caring for the restaurant hospitality industry buy building community around shared meals and caring for those in crisis, transition, or failing through the cracks.
  • YES Foundation of White Center
  • Volunteer at local food banks