One Bala Plaza
James U Marrero CFP® focuses his practice on building Personal Financial plans, Wealth & Risk Management, and working with Business Owners. With a passion for working closely with clients, James employs a hands on approach to delivering a rewarding client experience.James graduated from the College of New Jersey in 2004 with a degree in Business Management. He started his professional career by entering the financial industry and obtaining his investment & securities licenses in 2007. For the next decade, James progressively navigated the corporate environment where he eventually became a Board Certified Financial Planner in 2017. With client focus in mind, James took his practice independent and associated with an RIA firm to ensure that his clients would have open access to the best solutions available.A native to New Jersey, James is a family man and father of 3 young children. James enjoys playing music, engaging in athletic activity, and red wine.