Gladstone Wealth Partners
James Herlein is a seasoned finance executive with extensive experience in financial leadership roles across various sectors. Currently serving as Chief Financial Officer at Gladstone Wealth Partners since December 2021, James is responsible for building the financial function to support the company's growth as a leading independent advisory firm. In addition to this role, James has operated Herlein Design Consulting since October 2017, focusing on optimizing organizational efficiency through seamless integration of data systems. Previous positions include Senior Vice President of Finance at SelectQuote Insurance Services and CFO of the Retail division at Edelman Financial Engines, where James managed significant finance operations, budgeting, forecasting, and strategic growth initiatives. James holds a Bachelor of General Studies in Finance from The University of Kansas and an MBA in Finance from Avila University.
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Gladstone Wealth Partners
At Gladstone Wealth Partners, we strive to give the best service in all financial matters. We will guide your planning (financial, tax, strategic, and philanthropic), investment management (asset allocation, risk management, investment due diligence and analysis, discretionary asset management and trading) and administration (advisor coordination and reporting). We are here to provide you with coordinated planning and advice for all aspects of your financial life with the goal that your asset base is not only maintained but that you reach the goals and objectives you have set for your family’s financial future. Securities offered through LPL Financial, Member SIPC (www.sipc.org). Investment advice offered through Gladstone Institutional Advisory, LLC, a registered investment advisor. Gladstone Wealth Partners and Gladstone Institutional Advisory are separate entities from LPL Financial. For a list of states in which we are registered to do business, please visit www.gladstonewealth.com. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.