James Conole, CFP®, is a seasoned financial planner known for his holistic approach to personal finance. With a focus on helping clients understand when and how to benefit from professional financial guidance, Conole emphasizes strategies in asset allocation, tax planning, and retirement readiness. He is the founder of a financial advisory practice that prioritizes maximizing life satisfaction through well-structured financial decisions. With a mission to simplify complex financial matters, Conole equips individuals with the tools and confidence they need to make informed, sustainable choices for long-term financial security and happiness.