James Schaefer

Background

About James Schaefer

As a dedicated Financial Advisor at LPL Financial, I specialize in empowering individuals and businesses to achieve their financial goals through tailored strategies and expert guidance. With a comprehensive understanding of retirement benefit plans and financial instruments—including 401(k)s, IRAs, brokerage accounts, 403(b)s, pension plans, employee stock ownership plans, and SEP IRAs—I am committed to optimizing financial outcomes for my clients. My approach is centered on crafting personalized financial plans that address each client’s unique needs and aspirations. I take pride in my ability to develop, implement, and continuously refine strategies that align with my clients’ specific financial situations, recognizing that each journey is distinct. With a strong foundation in finance and Series licensing, I bring a blend of enthusiasm, professionalism, and a results-driven mindset to my role. My educational background includes a Bachelor’s Degree in Finance from Florida State University, which has equipped me with the knowledge and skills necessary to navigate the complexities of the financial landscape. Whether you are an individual seeking to enhance your retirement strategy or a business owner looking to optimize employee benefits, I am here to provide the insights and support you need to fulfill your financial ambitions. Let’s connect and explore how I can assist you in reaching your financial goals. Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. 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. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.