Welcome, and thanks for your visit!James L. Mahaffey II

I am an independent financial advisor with experience and training in life insurance, annuities, and asset management. 

Most recently, I have undertaken coursework with the College for Financial Planning’s CERTIFIED FINANCIAL PLANNERCFP® Certification. Covering the main topics of financial planning, I have completed courses in:

  • General Financial Planning Principles
  • Insurance Planning
  • Investment Planning
  • Tax Planning
  • Retirement Planning

I am currently working on the Estate Planning course and look forward to the Financial Plan Development capstone course after that.

My goal is to take the CFP® exam in March 2025.