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Our financial advice team


James Newman

James Newman

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Walker and Associates
6
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Investment Management
  • Cash Flow Management Strategies
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Saving for Education
  • Charitable Giving
  • Insurance

Interests

  • Spending time with my wife, Elizabeth, and our dog, Ollie.
  • University of South Carolina Athletics.
  • Playing golf and ice hockey.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination

Education

  • BS, Finance, University of South Carolina, Columbia, SC
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