James Pinheiro began his career as an agent with New York Life in 2008, where he worked with clients in the areas of personal insurance planning and investments. James went on to work at Fidelity Investments, where he served as an investment consultant, working in collaboration with financial advisors on the implementation of Fidelity funds and investment vehicles.
Expertise & Specialization
James prides himself in his dedication to holistic financial planning. That starts with putting an emphasis on teaching personal finance, in which good financial habits can lead to a lifetime of financial security. In addition to wealth management and estate planning services, James specializes in working with area small business owners. Optimizing business owner cash flow and investment along with improving the benefit experience of their employees. This includes establishing group retirement accounts, health insurance and other workplace benefits.
• Bachelor of Business Administration, University of Rhode Island, 2008
• Bachelor of Arts, Economics, University of Rhode Island - 2008