Rodney James (CFP®)

Rodney James focuses in the
following client markets or areas of practice:

Business Owners

Charitable Giving

College/Education Planning

Corporate Executives

Estate & Generational Planning Issues

Investment Advice with Ongoing Management

Planning Specialties

Rodney began serving families in 2008 as a Paraplanner with an independent retirement planning firm where he developed the firm’s first client education program. In 2010, Rodney joined Bernstein Global Wealth Management as a Private Client Associate to serve clients and analyze portfolios.

Rodney received his BA in Communication, with a minor in Spanish, from Texas A&M University. He is a Certified Financial Planner™ practitioner and has earned the Certified Trust and Financial Advisor (CTFA) designation. Rodney has passed Level I of the CFA Institute’s Chartered Financial Analyst (CFA®) program. Rodney is a member of Kingdom Advisors and the Houston Estate and Financial Forum (HEFF).

Additional Information

Rodney is a native Houstonian who serves with Houston’s First Baptist Church and the Caring Aggie Mentor Program (C.A.M.P.). He has served in various leadership roles for the Texas A&M Reveille Club, including President and is an active leader within Toastmasters. Rodney and his beautiful bride Jennifer are backyard gardeners.