James McKenna, CFP®
LPL Wealth Advisor
With over 12 years of industry experience, James managed investments for Fidelity in New York before joining McKenna Financial in 2009. James holds a Bachelor of Arts in Communications from CSU San Marcos, completing the Executive Financial Planner Advanced Certificate Program at SDSU in preparation for his CFP® designation. (Why choose a CFP?) Featured in the San Diego Magazine, James has been a proud recipient of the Five Star Wealth Management Award* for the past 3 years.
James is extremely personable and an expert when it comes to financial planning. He has a natural ability to connect with a wide range of people which allows him to translate complex financial concepts in a manner that is easy for his clients to understand. James stays up-to-date on current events in the financial planning industry and enjoys sharing his thirst for knowledge. James is the first call for his clients when they have an important financial decision to make. He is extremely committed to making sure his clients have the tools for making sound financial decisions.
James currently lives in San Diego with his wife, Meagan, and three lovely daughters named Athena, Irelyn, and Fira. James enjoys spending time with his family, basketball, chess, karate, and staying fit.
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2016, 2017 & 2018 Five Star Wealth Managers.
He can be reached directly at firstname.lastname@example.org
CA Insurance Lic. # 0G91843