James Senior, Financial Advisor

Financial Advisor
James Senior

MBA, CFP®, ChFC®, CEPA®
3471 N Federal Hwy Ste 601, Ft Lauderdale, FL 33306opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • LGBTQ+ Finances
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • ChFC®

    Chartered Financial Consultant®

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Tennis
  • Reading
  • Personal Fitness
  • History and Museums
  • Animal Rescue

Team Members

  • Colleen Gratz
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(954) 565-5882

Fax

(855) 250-7595

Office Address

3471 N Federal Hwy Ste 601
Ft Lauderdale, FL 33306opens in a new window

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