James joined One Capital in 2025, bringing nearly 20 years’ experience in the financial industry. Previously, James served as a vice president wealth management advisor at TIAA. Prior to TIAA, he worked at Charles Schwab. James is a CERTIFIED FINANCIAL PLANNER™ (CFP^®) and a Chartered Financial Analyst (CFA). He has a Bachelor of Arts in Mathematics and a Certificate in Quantitative Finance from the University of Colorado, Boulder.