Episode description

About Our Guest

James Woodall recalled being frustrated at not knowing who or where to turn to for answers on personal finance as he wrestled with issues like taxes, investments, company-provided benefits, insurance etc. He turned to friends and looking back, was lucky to not derail his investment accounts with some of the suggestions that he was getting. This is what got him started on his personal finance journey – by reading everything he could lay his hands on (some great, some not so great, some just completely off) and by explaining these concepts to anybody that would listen. He made it his goal to simplify wealth management and take the stress out of retirement planning. Before starting Woodall Wealth Management, James Woodall worked for a well-known mutual fund and brokerage firm where he talked to thousands of clients and worked on hundreds of thousands of accounts, showing him what worked and what didn’t. This led James to design a firm to serve successful families looking for advisors that they want to build a deep relationship with and understand their needs. James earned a Bachelor’s of Science degree in International Economics from Texas Tech University and was trained in Financial Planning at Southern Methodist University. In addition to passing the Certified Financial Planner (CFP®) exam, Uniform Investment Adviser Law (Series 65) exam and the General lines - Life, Accident, Health and HMO Insurance exams.

Connect with James

Website: woodallwealthmanagement.com

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