James specializes in Retirement and Special Needs financial planning. His goal is to build long term relationships with clients and help them reach their financial goals.
James' background includes his Finance degree with an emphasis in Personal Financial Planning from Colorado State University. He has also passed his Series 7, 66, and 24 securities licences as well as the State of Colorado Life and Health Insurance license. James is a Certified Financial Planner (CFP®), Chartered Retirement Planning Counselor (CRPC®), Chartered Special Needs Consultant (ChSNC®) and Securities Principal.
James has several significant relationships that have inspired him to enter the Special Needs field. While playing football at Fossil Ridge James formed a friendship with the equipment manager, a young man named Connor who had a disability. Connor changed the way James saw people with disabilities and they have remained friends to this day. During that time James’ Nephew, Vincent, was born and diagnosed with Autism at the age of three. Finally, James’ girlfriend, Alex, is a Pediatric Occupational Therapist and shares his passion for working with the special needs community.
James attended high school at Fossil Ridge High School where he played football and basketball. He then attended Augustana College where he continued to play football. After two seasons, James transfered to Colorado State where he completed his degree. He enjoys being outdoors, watching and playing sports, and spending time with his dog, Trevi.
James Fanning is a Registered Representative offering Securities through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way Cincinnati, Ohio 45242 (513)794-6794. Investment Advisory services offered through O.N. Investment Management Company. Estate Planning services provided in conjunction with your licensed legal advisor.
Retirement & Estate Advisors, Inc. was founded with the goal of assisting you in many different aspects of your financial life. We help clients understand how the different pieces of their financial life fit together and how they can create a plan to accomplish their goals moving forward. After getting to know a client and understanding their goals we assist them on how to integrate the following areas into a complete financial plan:
Tell us about your special needs issue and we will put you in touch with James Fanning CFP®, CRPC®, ChSNC®