James G. McClellan,  CFP<sup>&reg;</sup> - Financial Advisor

James G. McClellan, CFP®

CPA

12926 Dairy Ashford Rd, Suite 100
Sugar Land, TX 77478-3294
(281) 240-0330

General

James McClellan is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Sugar Land, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Investment Management, Estate Planning, Retirement, Long-term Care

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Helpful Financial Planning Resources