James Brewer - Profile and Journalist Details

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James Brewer

James Brewer

Verified

CEO, Envision Wealth Planning and Contributor, Freelance

Chicago

Biography

#ValuesBased #FinancialPlanning - Founder, @JBrewerCFP. We work with clients throughout the USA on #Financialfreedom #Financialliteracy #FinancialGoals

Final Covers

M&A,the inside baseball of advisor-sold asset management the inside baseball of defined contribution retirement plans, business strategy sales, marketing distribution, people on the move

Journalist Type

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Seniority Positions

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Medium Formats

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Content

Total articles 218

  • Appreciating Your Spousal Inherited IRA Options

    By James Brewer · Forbes

    Jan. 17, 2025

  • Misunderstood Student Loan Repayment Issues

    By James Brewer · envisionwealth.us

    Jul. 12, 2023

As seen in

Company Info

Freelance

De Pere, Wisconsin, United States