James A. Braziel,  CFP<sup>&reg;</sup> - Financial Advisor

James A. Braziel, CFP®

Braziel & Associates, LLC

300 Harding Blvd, Ste 102
Roseville, CA 95678
(916) 782-6688

General

James Braziel is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Braziel & Associates, LLC in Roseville, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Real Estate Broker

Insurance Licenses

  • Life insurance
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Estate Planning, Investment Management, Real Estate, Retirement, Succession Planning

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Helpful Financial Planning Resources