Cfp® James Bremis Aif®, Cpfa™

James Bremis, CFP®, CPWA®, AIF®, CPFA™, currently serves as a Senior Financial Planner at Sentinel Group, leveraging expertise to help private clients define and achieve their financial goals while identifying potential blind spots. With prior experience as a Regional Advisor Consultant at OppenheimerFunds, James supported high-net-worth advisors in New York City and consulted on niche investment areas. Earlier roles include Investment Consultant at Sentinel Benefits & Financial Group, Business Analyst at Aquanima, and positions at Fidelity Investments and Heilind Electronics. Academic credentials include an Executive Education Program in Wealth Management from Yale School of Management and a B.A. in Economics from Boston University.