BIOGRAPHY
James P Walker, CFP has been
providing sound financial advice and professional
insurance services to his clients in
independent insurance broker. Six years later, Jim earned his Chartered
Property Casualty
Underwriter (CPCU) designation followed by his Chartered Life Underwriter (CLU)
awarded by the
Certified Financial Planner (CFP) designation from the
Jim founded his own firm in 1965 and
adopted the name Financial Architects, in 1973.
Through consistent effort and outstanding service, he has built a solid base of
long-term
clients. As Jim explains, “With new clients I use a financial planning
approach, matching
investment strategies with individual goals, objectives, and risk tolerance.
These
considerations are the key, whether the client is a new investor just getting
started or a
high-net-worth individual who will require comprehensive planning and asset
management.” Part of Jim’s service includes a solid understanding
of tax and estate
planning issues, but when it comes to complex tax and legal issues, he works
closely with
the client’s accountant or attorney.
Jim’s clients are primarily
middle to upper income and high-net-worth individuals,
professionals, and business owners. But he looks forward to working with anyone
who is
serious and motivated regarding their financial future. Asked how he continues
to expand
his client base, Jim notes “Folks have found me through the yellow pages
or financial
articles I’ve written for newspapers and magazines, but most come from
referrals from
other long-term clients.”
Partial List of Clients
|
·
Dr Robert J Howard ·
David West ·
Dr Anthea Dixon ·
Dr’s Marcello & |
·
·
Dr Douglas Eisenstein ·
Dr Ruben Acosta ·
Frances McNulty |
SEC regulations require the following disclaimer:
It is not known whether the listed clients approved or disapprove of James
Walker/Financial Architects or KMS Financial Services or of the Advisory
Services
provided
520.884.7550
jpw@financial-architects.com
3971 E. Paradise Falls, Suite 114
Tucson, AZ 85712
United States