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Scott James

CFP®, MBA
Scott James Group
Falls Church, VA
Where Meeting Your Goals is Our Goal®

Meet Scott

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Introduction - Scott James
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Investment Approach - Scott James
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Client Approach - Scott James
Video Transcripts

Scott founded The Scott James Group in 1996. The firm is focused on retirement planning and investing. Scott specializes in conservative growth investing and fixed income investing.

Scott graduated from Virginia Tech in 1985 with a degree in Business Management and from James Madison University in 1986, MBA, and was top in his class. Scott started with Dean Witter Reynolds in 1986 as an investment adviser, focusing on retirement planning.…

Scott founded The Scott James Group in 1996. The firm is focused on retirement planning and investing. Scott specializes in conservative growth investing and fixed income investing.

Scott graduated from Virginia Tech in 1985 with a degree in Business Management and from James Madison University in 1986, MBA, and was top in his class. Scott started with Dean Witter Reynolds in 1986 as an investment adviser, focusing on retirement planning. In 1989 Scott became a Certified Financial Planner. As a Senior Vice President, Investments, Scott formed a retirement planning group at Dean Witter in 1993, and conducted over 200 seminars on retirement planning. In 1996 Scott formed his own company to focus on retirement planning in from a non-proprietary environment clearing through Fidelity's National Financial division. In 2001 Scott founded his own broker dealer, and began clearing through the largest clearing firm in the world, Bank of New York Mellon Pershing division.

Scott's conservative investment approach has helped his clients weather a multitude of financial storms over the past 25 years. Scott's team uses their extensive experience in retirement planning to help clients set a realistic budget relative to their assets and is a best fit for clients whose main goal is capital preservation.

Languages Spoken
Mandarin, Cantonese, Other

Services offered

Investment management
Financial planning
Retirement planning
Tax planning
College planning
Real estate and mortgage advisory
Estate planning
Insurance management
Socially responsible investing

Experience with

Small business owners
Medical professionals
Finance professionals
Legal professionals
Business executives
Entrepreneurs
Other professions

Fee structure

Commission-based
Based on % of assets
Fee & Commission
Hourly

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™

Education

MBA