James V. Cipriotti, CFP®, CSA, CMFC, AIF has been a leading Wealth Manager for his clients in the greater Philadelphia and south New Jersey areas for over 20 years. As a Certified Financial Planner® and Accredited Investment Fiduciary, James always puts the best interests of his clients first. Taking a comprehensive approach to financial planning and wealth management, James is able to look at all aspects of his clients’ financial portfolio to develop a detailed strategy to build and preserve wealth.
James graduated from St. Joseph’s University in 1998, Magna Cum Laude with a Bachelor’s Degree in Finance. He graduated within the top 25 in his class. At the start of his career, James was hired by Prudential as a full-service financial advisor offering investments, insurance, and financial planning services to help his clients reach their financial and retirement goals. Rapidly excelling towards the top of his agency, James decided to take the next step in his career and became the general manager of his own ING agency. His recognized success of managing that agency while relentlessly helping his clients grow their wealth to new levels had catapulted James to his current position as a wealth manager at the Radnor Financial Center, in Radnor, Pennsylvania. James has a dedicated staff of two full-time assistants who also meticulously cater to his clients’ every need.
Throughout his years of experience, James has earned multiple financial advisory distinctions, including the Certified Senior Advisor designation. James has also earned the revered Chartered Mutual Fund Counselor accreditation. Always keeping his clients’ best interests in mind, his main focus is to safely grow their wealth.
Assisting clients in reaching their financial goals has always come naturally to James. In fact, within just a few years in the financial services industry, at the young age of 26, James had reached the highest possible status within the famed Million Dollar Round Table, known as the distinguished Top of the Table level, which put him elbow-to-elbow with the top 1% of financial advisors across the globe.
James has always believed that the cornerstone of financial planning is the recognition that everyone’s economic and life situation is unique. Personalized service is essential when matching clients with the right financial products and services to create a comprehensive and customized financial plan.
His commitment to professionalism and his ability to understand your unique, personal goals will form the foundation of a rock-solid financial plan for you. If you’re interested in working with a skilled financial advisor, contact us.