George H. James is a member of Southwest Wealth Strategies in Scottsdale, Arizona, with over 20 years of financial industry experience. George and the team at Southwest Wealth Strategies have extensive capabilities across a wide range of financial services, including asset management platforms, risk management, estate planning strategies, employee benefit plans, business succession planning, executive benefits, and retirement planning.
With his qualifications and dedication, George is accomplished in the financial services industry. He is an investment advisory representative of Equitable Advisors, an investment advisor registered with the SEC, having passed the Series 7, 63, 65 and 24 exams through FINRA and holds various state insurance and securities licenses. He has earned a Certificate in Retirement Planning from the prestigious Wharton School of the University of Pennsylvania and has been awarded Equitable Advisors’ Retirement Planning Specialist title for completing the Equitable At Retirement® education program.
George focuses on individual relationships and specific needs, empowering clients to make informed decisions. These relationships are long-term, developed to meet future goals as well as provide support during periods of economic, legislative, or personal change.
This approach includes education that assists clients in making decisions based on a thorough analysis of their needs as well as providing access to a wealth of online tools and resources; a network of products and providers; investment services; and personalized, one-on-one advice.
George’s mission is to help individuals and business clients build a solid financial future. He accomplishes this by identifying each client’s financial challenges, developing effective strategies to meet them, and selecting appropriate products and services to help accomplish those goals.
George graduated from Northeastern Illinois University in Chicago, Illinois where he played collegiate Baseball and graduated with a degree in education. He is an Executive Board Member of Every Kid Counts Children’s Charity. He resides in the East Valley and has two daughters, Brenna and Hailey. George enjoys golf, softball, watching his girls play competitive soccer and spending time with family and friends.
California Insurance License #: 0E60779
Check the background of this financial professional on FINRA’s BrokerCheck