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James Milford, CFP®*†Financial Planning Consultant

Experience

James Milford is a financial planning consultant for HK Financial Services (HKFS). In collaboration with a client’s CPA, James provides integrated planning and investment strategies for growing and protecting clients’ wealth. He designs personalized wealth management solutions by integrating estate planning, risk management and retirement planning based on each client’s unique objectives and priorities.

James is a registered representative with ProEquities, Inc. He is also a licensed health, life and variable insurance agent.

Credentials

Series 7 and 66 securities licenses
Certified Financial Planner (CFP®)

Education

B.S.B.A. in finance and marketing, University of Missouri-St. Louis, St. Louis, Missouri

Community involvement

Angels’ Arms junior board member

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