James Enriquez is a dedicated Financial Advisor with 15+ years of experience in the financial industry. Holding credentials such as a Master of Science in Taxation (MST), Enrolled Agent (EA), and CERTIFIED FINANCIAL PLANNER®, James has built a career grounded in a desire to help people pursue their financial dreams. His favorite part of the job is witnessing the realization of a financial plan, seeing the tangible results of planning and strategic execution.
James' commitment to his role as a Financial Advisor is evident in the care and precision with which he approaches each client's unique situation.
- Master of Science in Personal Financial Planning
- Master of Science in Taxation
- Accredited Asset Management Specialist
- CERTIFIED FINANCIAL PLANNER®
- Certified Kingdom Advisor
- Chartered Retirement Planning Counselor
- Enrolled Agent
- Master Planner Advanced Studies
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® 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.