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Our financial advice team


James Forcucci, Private Wealth Advisor serving the Wheaton, IL area - Ameriprise Advisors

James Forcucci

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Keystone Financial Group
34
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 4.8 out of 5 rating based on 29 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investments
  • Small Business
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • Bachelor of Science, Loyola University of Chicago, 1990

Awards & recognition

  • Ameriprise Circle of Success, 2004-2012

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • Winfield In Action Community Organization
  • Wheaton Rams Youth Football
  • Wheaton North Falcons Booster
  • Midwest Shelter for Homeless Veterans

Interests

  • I have three children; JP , Elise and Mark.
  • I enjoy spending time with my family.