James Dailey, CFP®, AIF®

Financial Wellness Educator at Sentinel Benefits & Financial Group
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Contact Information
us****@****om
(386) 825-5501
Location
Westport, Connecticut, United States, US

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Bio

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Credentials

  • Certified Financial Planner (CFP)
    CFP Board
    Apr, 2019
    - Nov, 2024
  • Accredited Investment Fiduciary
    Fi360, A Broadridge company
    Nov, 2014
    - Nov, 2024

Experience

Education

  • University of Vermont
    Bachelor of Arts - BA, Political Science & French
    2007 - 2011
  • Greenwich High School
    2003 - 2007

Community

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