James J. Wechsler, Jr.
Financial Advisor @ Diamond State Financial Group
About James J. Wechsler, Jr.
James J. Wechsler, Jr. - Senior Associate
James J. Wechsler, Jr. holds the title of Senior Associate. His role involves providing advanced financial consulting and underwriting services, utilizing his expertise to assist clients in making informed financial decisions. As a Senior Associate, he likely oversees client relationships and helps in developing strategies to meet their financial goals.
James J. Wechsler, Jr. Education and Expertise
James J. Wechsler, Jr. is a Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC). These designations signify his advanced knowledge in financial planning, insurance, and wealth management. The CLU designation focuses on life insurance and risk management, while the ChFC designation covers a broader scope including investment and retirement planning.