James Gambaccini
Managing Partner, CFP® at Acorn Financial Services
- Role
- Managing Partner, Financial Planner at Acorn Financial Services
- Location
- Fairfax County, VA, US
- LinkedIn followers
- 500 followers
About James Gambaccini
As a comprehensive financial planner, I am dedicated to simplifying your financial life, optimizing your investments, and your personal financial plan. I work closely with you to help grow and protect your wealth, so that you can achieve your most important financial goals. We are dedicated to serving our clients and committed to the following principles:Honest, transparent, and open communicationHighly responsive, world-class serviceKnowledgeable and timely adviceEarning the trust and confidence of every clientSpecialties: Investment planning and analysisRetirement needs analysisEstate planningEstate wealth transferCharitable planning Insurance planning and analysisReal estate investment analysisFinancial coaching Tax planningFinancial planning services offered through Acorn Financial Advisory Services, Inc.(AFAS), a registered investment adviser. Investments in securities involve risk, including the potential loss of principal invested.
Experience
Managing Partner, Financial Planner
Jun 2003 — Present · Reston, VA, US
Education
The University of Akron
BS, Finance and Business Administration
1992 — 1995
College for Financial Planning
CFP, Financial Planning, Asset Management, Tax Planning, Estate Planning, Retirement Planning, Insurance
MIT Sloan School of Management
Masterclass, Business Administration and Management, General
2020 — 2020
Skills
- Retirement Planning
- Finra
- 401k
- Wealth Accumulation
- Iras
- Financial Services
- Investment Advisory Services
- Wealth Management Services
- Investments
- Investment Advisory
- Series 66
- Retirement Plan Consulting
- Etfs
- Investment Management
- Asset Allocation
- Mutual Funds
- Investment Strategies
- Alternative Investments
- Disability Insurance
- Financial Planning
- Securities
- Estate Planning
- Fixed Annuities
- Equities
- Retirement
- Bonds
- Strategic Financial Planning
- Series 63
- Life Insurance
- Finance
- Financial Goals
- Series 7
- Portfolio Management
- High Net Worth Individuals
- Certified Financial Planner
- Asset Managment
- Financial Advisory
- Uniform Combined State Law
- Wealth Management
- Pensions
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