Ross James, CFP®, AIF®, QPFC

Vice President. Financial Planner. Head of Financial Planning at Sentinel Benefits & Financial Group
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Contact Information
us****@****om
(386) 825-5501

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Experience

    • United States
    • Financial Services
    • 100 - 200 Employee
    • Vice President. Financial Planner. Head of Financial Planning
      • Jun 2018 - 5 years 7 months

      Wakefield, Massachusetts, United States Sentinel Benefits & Financial Group is helping companies across all industries rethink their employee benefits in order to recruit and retain top talent and effectively help their employees plan for the future. Our holistic and consultative approach incorporates all of your benefits needs under one roof—retirement plans, group health insurance, and reimbursement accounts such as FSAs and HSAs, and COBRA. This approach simplifies plan design for employers, and our financial planners put health +… Show more Sentinel Benefits & Financial Group is helping companies across all industries rethink their employee benefits in order to recruit and retain top talent and effectively help their employees plan for the future. Our holistic and consultative approach incorporates all of your benefits needs under one roof—retirement plans, group health insurance, and reimbursement accounts such as FSAs and HSAs, and COBRA. This approach simplifies plan design for employers, and our financial planners put health + wealth strategies into perspective for employees. Ultimately, we create an environment that promotes financial wellness, encourages retirement readiness, and empowers people to succeed. We know that we’re not the only employee benefits provider out there, but after over 30 years in the industry, we do understand what sets us apart from the competition. We care about how we can help. We believe that exceptional benefits and service begins with the right attitude. For us, it’s not the size of your account that matters, but the size of your goals. Learn more at sentinelgroup.com.

    • Vice President. Financial Planner
      • Jun 2015 - Jun 2018

      Wakefield, Massachusetts, United States

    • Senior Investment Consultant
      • Jun 2013 - Jun 2015

      Wakefield, Massachusetts, United States

    • Investment Consultant
      • Jun 2011 - Jun 2013

      Wakefield, Ma

    • Congressional Staff
      • 2010 - 2011

      Bangor, ME Congressional staff for United States Congressman Micheal H. Michaud

Education

  • Connecticut College
    Bachelor of Arts (B.A.), Government major with a concentration in International Political Economy

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