James Poole, CFP®
Personal Wealth Advisor Baseball Division
WHAT ATTRACTED YOU TO BIP?
The integrity of the firm and the commitment to excel for its clients.
WHAT’S THE BEST THING ABOUT YOUR JOB?
Helping clients achieve their goals with solutions as unique as they are.
HOW WOULD YOU SUM YOURSELF UP IN 3 WORDS?
Analytical, dependable, honest
WHAT DO YOU DO IN YOUR SPARE TIME?
I spend my spare time in the company of friends, playing golf, and traveling.