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James Wilson VII, CFP®, APMA®

James Wilson VII, CFP®, APMA®

Followers of James Wilson VII, CFP®, APMA®1000 followers
location of James Wilson VII, CFP®, APMA®Tacoma, Washington, United States

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  • Timeline

  • About me

    Cornerstone Financial Strategies, LLC Senior Vice President at Ameriprise Financial Services, LLC

  • Education

    • University of Puget Sound

      2004 - 2008
      Bachelor of Arts - BA Business Administration and Management, General

      Activities and Societies: President of Sigma Nu, Interfraternity Council Representative, and Resident Student Association National Communications Coordinator

  • Experience

    • Cornerstone Financial Strategies, LLC

      May 2007 - now

      • Managing Partner

        Jan 2019 - now

      • Senior Vice President

        Jan 2019 - now

      • Certified Financial Planner

        May 2016 - now

      • Director of Client Service

        Oct 2009 - May 2016

      • Client Service Manager

        May 2007 - Oct 2009

    • Ameriprise Financial Services, Inc.

      Oct 2018 - now
      Financial Planner

  • Licenses & Certifications

  • Volunteer Experience

    • Election Observer

      Issued by Pierce County Elections on Mar 2018
      Pierce County ElectionsAssociated with James Wilson VII, CFP®, APMA®

    • Missionary

      Issued by Churchome on Mar 2014
      ChurchomeAssociated with James Wilson VII, CFP®, APMA®

    • Missionary

      Issued by Churchome on Oct 2012
      ChurchomeAssociated with James Wilson VII, CFP®, APMA®

    • Missionary

      Issued by Puyallup Nazarene Church on Aug 2010
      Puyallup Nazarene ChurchAssociated with James Wilson VII, CFP®, APMA®

    • Meals on Wheels Driver

      Issued by Lutheran Community Services Northwest on May 2016
      Lutheran Community Services NorthwestAssociated with James Wilson VII, CFP®, APMA®

    • President

      Issued by Washington State Pta on Jun 2016
      Washington State PtaAssociated with James Wilson VII, CFP®, APMA®

    • Emergency Department Volunteer

      Issued by Tacoma General Hospital on Apr 2016
      Tacoma General HospitalAssociated with James Wilson VII, CFP®, APMA®

    • Board Member

      Issued by Boys & Girls Clubs of America on Jan 2010
      Boys & Girls Clubs of AmericaAssociated with James Wilson VII, CFP®, APMA®