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James Comblo

President Message

Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.

Bio

Quote: “Leadership is not power, it is a responsibility” As the youngest member of the firm, my efforts are focused on helping shape the vision for the future of our firm.  My day to day responsibilities include; building and maintaining our Tactical Portfolio’s, reviewing client accounts to make sure they are in line with each client’s specific set of goals. I am also head of research and development at our firm focused towards implementing new technologies to help improve efficiency and our clients’ experience.  My greatest passion is helping others become the best possible version of themselves.  I have spent a large portion of my life coaching athletes and I bring that same enthusiasm and strategic guidance to support our firm’s advisor team as well as my clients through personal and professional journeys.  In my personal life, family is most important to me. I recently married the love of my life, Marina, and we are excited about starting a family. We are expecting our first child in June 2019. I am a sports fanatic and have been characterized as a voracious reader (I read on average, around 30 books a year)

Professional Experiences

Languages

Groups / Clubs

Area of Expertise

Professional Licenses

Certifications

Certified Financial Fiduciary ®

Education

Instructor Events

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The Foundation Fiduciary Education (FFE) is one of the fastest growing non-profit financial wellness programs in the country!

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