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James Gambaccini

CFP®, FPA
Acorn Financial Services
Reston, VA
Assisting Families, Businesses, and Individuals in Growing & Protecting Their Wealth
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Meet James

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My Background - James Gambaccini
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My Client Focus - Business Owners and Executives - James Gambaccini
Video Transcripts

James joined the Acorn Financial family in 2003 as a Financial Planner and became the sole owner and managing partner of the firm in 2012.
Previously, James worked as a Financial Advisor at American Express Financial Advisors. James also has many years of experience as a seasoned entrepreneur in the restaurant business. He holds a Bachelors of Science Degree in Corporate Finance and Financial Services from the University of Akron…

James joined the Acorn Financial family in 2003 as a Financial Planner and became the sole owner and managing partner of the firm in 2012.
Previously, James worked as a Financial Advisor at American Express Financial Advisors. James also has many years of experience as a seasoned entrepreneur in the restaurant business. He holds a Bachelors of Science Degree in Corporate Finance and Financial Services from the University of Akron (Akron, OH). In his graduate studies, he has earned his CFP® (Certified Financial Planner) from The College for Financial Planning (Denver, CO). He is a Registered Principal of The Strategic Financial Alliance, Inc. and a Registered Investment Advisor with the United States Securities and Exchange Commission.

James has been quoted in many publications over the years both domestically and internationally, including: Wall Street Journal, Associated Press, ABC News, Reuters, Wealth Management, Charlotte Observer, Miami Herald, Salt Lake Tribune, The Globe, The Seattle Times, Pittsburgh Tribune, Ottawa Citizen (Canada), and York Daily (England) covering topics ranging from investments, estate planning, wealth protection, economics, and practice/business management.

He has also been voted by his peers as “Top Financial Professional” in Northern Virginia Magazine and “Best of the Best” by Barron’s.
During his career, James also wrote the forward to The Wealth Solution with the Nobel Prize winner in Economic Sciences, Dr. Harry M. Markowitz writing the afterword.

He has served on several Boards of Directors/Advisory Boards and continues to do so today. He currently serves to help better his profession by taking an active membership in various industry organizations.

Outside of work, James enjoys most adventurous outdoor activities with his four children and evening outings with his wife, Heidi.


Services offered

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

Experience with

Small business owners
Finance professionals
Business executives
Entrepreneurs

Fee structure

Fee & Commission

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™

Memberships

FPA - Financial Planning Association

Education

Bachelors
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