James Reese, CFP®, CLU®
CERTIFIED FINANCIAL PLANNER® professional
CA License # 0A99749
Jim Reese began his career with Equitable Advisors, LLC in 1992 and has built more than 30 years of financial services experience. After advancing through leadership roles that included District Manager, Senior Vice President in the Western Division, and Divisional Executive Vice President in St. Louis, he returned to his practice full-time in 2014.
Jim focuses on planning for small- to medium-sized businesses, their owners, and key managers. Drawing on extensive industry and leadership experience, he helps clients address complex financial decisions with an efficient, holistic planning approach.
Jim lives in Colorado with his wife, Kathy, and is the proud father of two sons and grandfather of five.
Professional Designations
CERTIFIED FINANCIAL PLANNER® professional
Chartered Life Underwriter
Retirement Planning Specialist
Holistic Life Planner
Licenses
- FINRA Series 6, 7, 24, 26, 53, 63, and 65
Education
Bachelor of Science in Business Administration, Finance, University of Denver
Certificate in Retirement Planning, The Wharton School of the University of Pennsylvania
Advanced curriculum in asset allocation and wealth management strategy, Harvard University
Areas of Focus
Planning for small- to medium-sized businesses
Financial planning for business owners and key managers
Retirement planning
Asset allocation and wealth management strategy
Holistic life planning
Professional Affiliations
Trustee, Longs Peak Council, Boy Scouts of America
Trustee, Ben C. Delatour Foundation
Member, FINSECA
Member, Million Dollar Round Table
Member, de Tocqueville Society
CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.