Cfp® Ross James Aif®, Qpfc

Vice President Financial Planner Head Of Financial Planning at Sentinel Benefits & Financial Group

Ross James has over 10 years of work experience in the financial industry. Ross James, started their career as an Investment Consultant at Sentinel Benefits & Financial Group in 2011 and worked their way up to become the Vice President, Financial Planner, and Head of Financial Planning in 2018. In this role, they helped companies in various industries with their employee benefits and retirement planning. Prior to that, Ross worked as a Senior Investment Consultant and Vice President, Financial Planner at Sentinel Benefits & Financial Group. Before entering the financial industry, Ross also gained experience working as a Congressional Staff member for the United States Congress from 2010 to 2011.

Ross James, CFP®, AIF®, QPFC holds a Bachelor of Arts (B.A.) degree from Connecticut College. Ross James, pursued a Government major with a concentration in International Political Economy during their time at the university. The duration of their education, including the start and end years, is not specified.

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Timeline

  • Vice President Financial Planner Head Of Financial Planning

    June, 2018 - present

  • Vice President Financial Planner

    June, 2015

  • Senior Investment Consultant

    June, 2013

  • Investment Consultant

    June, 2011

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