James Reese, CFP®, CLU
Retirement Planning Specialist- 25+ years of industry experience; 13 years of senior branch management roles.
- Attended University of Denver where he was a member of the Lambda Chi Alpha Fraternity.
- Successfully completed an advanced learning curriculum, focused on asset allocation and wealth management strategy, hosted at Harvard University.
- Retirement Planning Specialist, having received the Certificate in Retirement Planning from The Wharton School of Business at The University of Pennsylvania.
- Holds FINRA series 24, 26, 53, 6, 63, 65 and 7.
- Current trustee of Longs Peak Council of The Boy Scouts of America and Ben C. Delatour Foundation; current member of the de Tocqueville Society.
- Jim and his wife Kathy proudly have 2 sons and 5 grandchildren.
CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.
California Insurance License #: 0A99749
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