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    Mr. James A. Freeman, CFP®

    Contact

    Financial Alternatives, Inc.
    http://www.financialalternatives.com

    7825 Fay Ave Ste 210
    La Jolla, CA 92037-4270
    View on Map (858) 459-8289

    Year CFP® Certification Received: 1987
    CFP Board Disciplinary History: No
    Bankruptcy Disclosure in Last 10 Years: No

    Compensation Method: Fee Only
    Minimum Investable Assets: $2,000,000
    Languages: English
    Specialties: Asset Allocation, Insurance Planning, Investment Planning, Life Transitions, Real Estate, Tax Planning, Wealth Management

    Typical Client Profile

    Average Net Worth: $1,000,001 - $5,000,000
    Average Income: $100,001 - $250,000
    Average Age: 45-54, 55-64
    Profession: Business Executives

    CFP Board verifies that this individual currently holds CFP® certification. If your search brings up information for an individual who has been disciplined publicly by CFP Board or who has made a bankruptcy disclosure within the last ten years, specific information about those incidents will be provided below. All other information on this page is provided by the CFP® professional and has not been verified by CFP Board. CFP Board is not responsible for the accuracy of such information.

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