Shannon James
Financial Advisor
.
FIC, BFA™, CEPA®
About Shannon James
My Vision
To empower individuals toward financial independence by integrating Behavioral Financial Planning (BFA™). I help clients recognize and manage the emotional biases that often derail financial decisions, fostering a path to prosperity built on clarity and conscious choice.
Financial Planning for Your Life and Business
I provide a relational, faith-based approach to holistic financial planning, combining the wisdom of a Behavioral Financial Advisor with the strategic expertise of a Certified Exit Planning...
My qualifications
- General Securities Representative
- Securities Industry Essentials
- Agent
- AR Insurance Lic. #20092315
My state licenses
- Arizona
- Colorado
- Florida
- Illinois
- Indiana
- Massachusetts
- Michigan
- Missouri
- New York
- North Carolina
- Ohio
- Oklahoma
- Oregon
- Tennessee
- Texas
- Wisconsin
Office location
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations