James Sherrard
CFA, CFP®
Vice President of Investments
Education and Certifications
- Bachelor’s degree in Personal Financial Planning from Texas Tech University
- Chartered Financial Analyst® charterholder
- CERTIFIED FINANCIAL PLANNER® professional
- Series 65 securities license
Expertise
As Vice President of Investments, James leads the research and application of investment strategies designed to achieve each client’s personal definition of financial success. Working closely with wealth advisors to understand these unique definitions, James applies his expertise in market analysis, risk and return evaluation, and advanced trading processes to develop customized strategies and philosophies that support long-term wealth preservation and growth.
As part of the investment committee, his commitment to continuous learning and integration of technology ensures the firm remains at the forefront of evolving investment trends. James also fosters strong relationships with third-party partners, enhancing the firm’s ability to deliver diverse and high-quality investment solutions that are essential to the firm’s approach to True Wealth Management.
Things to know about James
What’s the most important factor for designing a client’s investment strategy?
“Understanding client goals and client risk so when markets inevitably go bump in the night, we already have a plan in place to keep the client on target and a comfort around volatility to keep the client invested.”
What’s my favorite type of book?
“Books surrounding Cold War history and financial crisis history.”
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.