James Buckley, CFP® in

James Buckley, CFP®

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Private Wealth Advisor & Partner at Photiades Wealth Management at Photiades Wealth Management
📍 Manchester, New Hampshire, United States

James Buckley is the CEO and a Private Wealth Advisor at Photiades Wealth Management. As a CERTIFIED FINANCIAL PLANNER™ and an Accredited Investment Fiduciary®, he leverages his masters degree in Finance from Southern NH University to lead his firms strategic financial planning and investment services.

Outside of work, he lives in Bedford, New Hampshire with his wife, two daughters, and their dog. He is an avid golfer and enjoys traveling and spending quality time with his family.

He holds the Accredited Investment Fiduciary® (AIF®) designation, underscoring his commitment to high ethical standards.

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Experience
15 Years
Current Role
Private Wealth Advisor & Partner at Photiades Wealth Management
Location
Manchester, New Hampshire, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics James cares about

Fiduciary Responsibility
As an Accredited Investment Fiduciary® (AIF®), he holds himself to a high standard of acting in the best interests of his clients.
Wealth Management
As CEO and a Private Wealth Advisor, he leads his firm in creating comprehensive financial strategies for high-net-worth individuals and families.
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Career

Work history

1-2023
Private Wealth Advisor & Partner at Photiades Wealth Management
Photiades Wealth Management
1-2022
Private Wealth Advisor
Photiades Wealth Management
11-2017 - 1-2022
Lead Advisor / Director of Investment Services and Planning
Photiades Wealth Management
1-2017 - 11-2017
Business Analyst II
Centene Corporation
2-2012 - 12-2016
Associate Wealth Management Advisor
Northwestern Mutual
In the press

Media appearances

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Education
2011 - 2014
Masters of science in Finance
Southern NH University
2006 - 2009
Bachelor of Science (BS)
Southern New Hampshire University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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