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James Tabb, CFP®

James Tabb, CFP®

Financial Advisor

As a financial advisor, James helps clients with a full range of financial planning needs. James has received his CERTIFIED FINANCIAL PLANNER™ certification by going through extensive education in Investment Planning, Estate Planning, Tax Planning, and Insurance Planning and is held to the highest ethical standard in the industry. Currently, approximately only 29% of financial advisors are CFP® professionals. He looks forward to working towards your future by breaking down your unique financial picture and goals into simplified, manageable pieces through a wholistic planning process.

James was born and raised in Virginia and is a graduate of Virginia Tech’s Business School. He serves on the board for the Rockford Lions Club and is actively involved in the Sparta Chamber and Sparta Community Works. He currently lives in Rockford with his wife, Hannah and enjoys traveling, where he has gone to over 30 countries so far!

Professional Registrations:

  • Securities Industry Essentials®
  • Series 7 General Securities Registration through LPL Financial
  • Series 66 Uniform Securities State Law Exam Registration through LPL Financial
  • Michigan State Insurance Life, Accident & Health, Long-Term Care & Disability

Favorite Quote: “I find that the harder I work, the more luck I seem to have.” – Thomas Jefferson