blank

James N. Boese, CFP®

Financial Planner

“Try not to become a person of success, but rather try to become a person of value.”

- Albert Einstein

Education

  • CERTIFIED FINANCIAL PLANNER™ Practitioner
  • Bryant University Boston Institute of Finance – CFP® Education Program
  • Bellevue University MS – Finance, Strategic Leadership of Value and Risk
  • Bellevue University BS – Marketing Management
  • College of the U.S. Air Force AS – Applied Electronics

Achievements

Team

  • Top Next-Generation Wealth Advisors – 2018 (Forbes Magazine)
  • Favorite Financial Planning Firm Finalist in Omaha’s Choice Awards – 2016 (Omaha World-Herald)
  • Best Financial Advisor Office of the Big O! – 2015 & 2016 (The Reader)
  • Best Financial Planning Firm – 2013, 2014, & 2016 (B2B Omaha Magazine)