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Rodney James (CFP®)

Rodney James focuses in the
following client markets or areas of practice:

  • Business Owners
  • Charitable Giving
  • College/Education Planning
  • Corporate Executives
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management

Planning Specialties

Rodney began serving families in 2008 as a Paraplanner with an independent retirement planning firm where he developed the firm’s first client education program. In 2010, Rodney joined Bernstein Global Wealth Management as a Private Client Associate to serve clients and analyze portfolios.

Rodney received his BA in Communication, with a minor in Spanish, from Texas A&M University. He is a Certified Financial Planner™ practitioner and has earned the Certified Trust and Financial Advisor (CTFA) designation. Rodney has passed Level I of the CFA Institute’s Chartered Financial Analyst (CFA®) program. Rodney is a member of Kingdom Advisors and the Houston Estate and Financial Forum (HEFF). 

Additional Information

Rodney is a native Houstonian who serves with Houston’s First Baptist Church and the Caring Aggie Mentor Program (C.A.M.P.). He has served in various leadership roles for the Texas A&M Reveille Club, including President and is an active leader within Toastmasters. Rodney and his beautiful bride Jennifer are backyard gardeners.

NAPFA Start Date

October 15, 2015

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

800 Town and Country Blvd Ste 500 Houston, TX 77024-4563 Phone: (832) 500-8985
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