James M. Honaker
Wealth Optimization Network, LLC Managing Partner - Thought Leader for HNW Individuals, Families & Business Owners | successful CPAs, Lawyers, P&C & Payroll Firms partner with me to bring value to their best clients
- Role
- Owner Independent Practice - Cfp, Napa Cpfa, Ccps, Cbec Wealth Optimization Network, Llc at Wealth Optimization Network, LLC
- Location
- Buffalo, NY, US
- LinkedIn followers
- 500 followers
About James M. Honaker
Wealth Optimization Network, LLC- A National Firm With 37+ years of experience, we…
Experience
Owner Independent Practice - Cfp, Napa Cpfa, Ccps, Cbec Wealth Optimization Network, Llc
Wealth Optimization Network, LLC
Jun 2001 — Present
For full disclosure please see our website at
Skills
- Financial Planning
- Financial Analysis
- Finance
- Asset Management
- Nonprofits
- Customer Service
- Event Planning
- Estate Tax Planning
- Fixed Annuities
- Non-Profits
- Investment Advisory
- Public Relations
- Retirement Planning
- Wealth Management
- Sales Management
- Business Planning
- Employee Benefits
- Advertising
- Microsoft Office
- Financial Planners
- Strategic Planning
- Management
- Team Building
- Marketing
- Customer Relations
- Small Business
- Estate Planning
- Public Speaking
- Retirement
- Strategic Financial Planning
- Investments
- Insurance
- Leadership
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