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James Poindexter, CFP®, CLU, ChFC®, AEP®, LUTCF

James Poindexter, CFP®, CLU, ChFC®, AEP®, LUTCF

President & Founder

A veteran of the financial world, James Poindexter dedicates over 34 years of experience to investors. Having worked for a variety of real estate brokerage firms, insurance providers, and leading investment firms across the industry, James provides clients with a comprehensive perspective.

In addition to his institutional experience, he draws on an extensive educational background that includes his CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Life Underwriter (CLU) and Chartered Financial Consultant™ (ChFC®) designations. Along with taking the FINRA and state law examinations for the Series 7 (General Securities Representative),Series 24 (General Securities Principal),and the series 63 (Uniform Securities Agent),James also earned the Accredited Estate Planner® (AEP®) title reserved exclusively for designated professionals from estate planning disciplines. As the only AEP® in the Prescott, Arizona area, James’ accreditation incorporates a breadth of estate planning services that make him qualified to help secure your family’s financial well-being for generations to come.  

Actively involved in his community, James devotes his time to youth involvement and faith-based organizations. He is driven to protect today’s youth from an increasingly violent culture and provide opportunity for a more positive and sustainable future. In his spare time, he enjoys spending time with his family, golfing, and hiking.