Episode 40: James A. Fitts is a CFP®, and Principal and Senior Family Wealth Advisor for The Colony Group. He is an experienced financial advisor who consults families on inter-generational gifting strategies, family wealth education, governance, and philanthropy. He’s the author of the book “Your Next Adventure: Planning for Life After the Sale of Your Business”, which helps detail the next steps one can take after they move past the chapter of their life owning a business.
With over 40 years’ experience in the financial services industry, Jim has provided planning to individuals since 1996 and was awarded the Certified Financial Planner (CFPTM) designation in 1999.
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