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James B Twining, CFP®

James B Twining, CFP®

Banker

Followers of James B Twining, CFP®108 followers
location of James B Twining, CFP®Bellingham, Washington, United States

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  • Timeline

  • About me

    Founder | CEO | Wealth Manager at Financial Plan, Inc

  • Education

    • USC

      1977 - 1979
      Music Performance/ Economics

      Activities and Societies: U.S.C. Judo Team

    • Loyola Marymount University

      1974 - 1976
      English Language and Literature/Letters

  • Experience

    • Mount Baker Bank

      Jan 1983 - Feb 1984
      Banker

      Discount Stock BrokerageMerchant Banking

    • American Express

      Feb 1984 - Mar 1996
      Financial Advisor

      Commission-Based Security and insurance Sales

    • Financial Plan, Inc.

      Feb 1984 - now
      Founder, CEO, Wealth Manager

      Fee-only Financial Advice

  • Licenses & Certifications

    • Certified Financial Planner

      College For Financial Planning
      Jul 1989

  • Volunteer Experience

    • Board VP

      Issued by Mount Baker Theatre
      Mount Baker TheatreAssociated with James B Twining, CFP®

    • Member of Advocacy Committtee and Step Up Program

      Issued by Whatcom Business Alliance
      Whatcom Business AllianceAssociated with James B Twining, CFP®

    • Choir Director

      Issued by Sacred Heart Catholic Church
      Sacred Heart Catholic ChurchAssociated with James B Twining, CFP®