James H. Woodward is a Magna Cum Laude graduate of the University of Utah and holds Master of Financial Services from the American College. He holds the following professional designations, CLU, Chartered Financial Consultant and Registered Investment Advisor.

He began his career working in the financial planning industry over 35 years ago. He is the former General Agent of Connecticut Mutual and then Massachusetts Mutual until his retirement in 2001.

Upon retirement he went back to assisting his clients with their investment and insurance needs. Jim specializes in working with business owners and professionals in the areas of investments, estate, tax and retirement planning.

Licenses/Designations:

Licensed in California (#0C30635), Colorado, Georgia, and Utah

FINRA Series 63 - Uniform Securities Agent
FINRA Series 7 - General Securities Representative

Chartered Life Underwriter (CLU)
Chartered Financial Consultant (ChFC)