James L. Erb, Jr. CFP<sup>&reg;</sup> - Financial Advisor

James L. Erb, Jr. CFP®

CLU, ChFC,CASL

James L. Erb & Associates

3717 West North B St
Tampa, FL 33609
(813) 426-1049

General

James Erb is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at James L. Erb & Associates in Tampa, FL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CLU

Insurance Licenses

  • Life insurance: FL
  • Health/disability insurance: FL
  • Fixed annuities: FL
  • Variable annuities: FL

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Insurance, Long-term Care

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Helpful Financial Planning Resources