With work experience over 11 years, this expert is now working at Main Street Wealth Management as a CERTIFIED FINANCIAL PLANNER(TM) and Partner. James received his education from 1991 to 1996 at the New Jersey Institute of Technology - School of Management. This expert can be found in New York, New York. To contact with James, you can search for their phone number or email address or get exhaustive information by requesting access to their additional details on this webpage.
Name variants:
Jaymes Dy,
Jaimes Dy,
Jim Dy,
Jimmy Dy,
Jimmie Dy,
Jamie Dy,
Jem Dy
Last updated May 22, 2024
Contact Information
Workplace
CERTIFIED FINANCIAL PLANNER(TM) and Partner
Bedminster, NJ
Industry
Financial Services, Business Services, Management Consulting Services, Financial Advisor, Insurance Companies
Colleagues
Work History
CERTIFIED FINANCIAL PLANNER(TM) and Partner
CFPÃÂî - Certified Financial Planner(TM)
AAMSÃÂî - Accredited Asset Management Specialist(SM)
AWMAÃÂî - Accredited Wealth Management Advisor(SM)
For a list of states in which ...
from Sep 2008
Education
Occupations
Financial Broker
Certified Financial Planner
Executive
Partner
Advisor
Accountant
Finance and Accounting Specialist
Puchasing and Estimating Manager
Financial Manager
Chief Executive
Accounting Bookkeeper
Bookkeeper
Skills
With over 13 years of experience
he specializes in working with successful physicians
retirees
executives and business owners
in the key areas of estate conservation
retirement planning
investment management
business succession and executive compensation
Utilizing a unique process
James works in conjunction with his clients advisors to implement strategies that help them work toward their objectives in the most tax-efficient and cost-effective manner
FAQs about James Dy, CFPî, AAMSî, AWMAî
What's the main profession of James Dy, CFPî, AAMSî, AWMAî?
This professional's job is Financial Services
What are the main profession of The professional?
These person's professions are Financial Broker and Certified Financial Planner
Where is James Dy, CFPî, AAMSî, AWMAî located?
James is located in New York, New York.
Where did James Dy, CFPî, AAMSî, AWMAî work?
This expert worked at Main Street Wealth Management, LLC, Sagemark Consulting.
Does James Dy, CFPî, AAMSî, AWMAî have personal webpage or blog?
The professional`s website is http://www.MSWealth.com and http://www.CFP.net.
Where has James Dy, CFPî, AAMSî, AWMAî studied?
James studied at the New Jersey Institute of Technology - School of Management from 1991 to 1996.
What are professional skills of James Dy, CFPî, AAMSî, AWMAî?
This professional has such skills as With over 13 years of experience, he specializes in working with successful physicians, retirees, and executives and business owners.