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Robert James, MBA Robert James, MBA

Financial Planning Consultant | VALIC

Houston, Texas Area, TX, UNITED STATES

Financial Planning Consultant; President Gracefully Speaking Toastmasters Club

Social

Biography

Conduct advanced financial planning case consultations with financial advisors focusing on analyzing the client's financial condition; identifying key financial goals and developing implementation strategies.

Industry Expertise (2)

Financial Services

Professional Training and Coaching

Education (2)

University of Houston: Bachelor's of Arts Journalism, Journalism 1995

LeTourneau University: Masters of Business Administration, Finance 2006

Affiliations (1)

  • Gracefully Speaking Toastmasters Club

Style

Availability

  • Keynote
  • Panelist
  • Corporate Training

Fees

0 to 500 *Will consider certain engagements for no fee