Menu

James Dailey

CFP®, AIF®

Financial Wellness Educator

Professional Experience

James joined Sentinel Benefits & Financial Group in 2013 as an Investment Consultant. He is a Registered Representative of Sentinel Securities, Inc. and an Investment Advisor Representative of Sentinel Pension Advisors, Inc.
 
James offers a number of financial planning services to clients, ranging from saving for education to planning for retirement, and is enthusiastic about helping clients identify, plan for, and achieve their financial goals.
 

I enjoy making a difference in clients’ lives by helping them understand their financial needs and giving them the tools to satisfy those needs.

Educational Background and Certifications

  • University of Vermont, Burlington, VT – Bachelor of Arts – Political Science and French
  • New York State Department of Finance – Life, Accident, and Health Insurance licenses
  • Accredited Investment Fiduciary®, AIF®
  • CERTIFIED FINANCIAL PLANNER™
  • FINRA Series 7
  • NASAA Series 66