James N. Boese, CFP®
Senior Financial Planner
- Albert Einstein“Try not to become a person of success, but rather try to become a person of value.”
Education
- CERTIFIED FINANCIAL PLANNER™ Practitioner
- Bryant University Boston Institute of Finance – CFP® – 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)