James Kachmar in

James Kachmar

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Wealth Advisor at Portland Trust Company
📍 Portland, Maine, United States

James is a Wealth Advisor at Portland Trust Company with over 15 years of experience, specializing in financial guidance for professionals like dentists, lawyers, and physicians. A graduate of the University of Maine, he co-founded Waters and Kachmar Insurance, focusing on estate and corporate insurance planning.

Deeply invested in his community, James has served on the boards of numerous local organizations, including the Pine Tree Council of the Boy Scouts of America, Junior Achievement of Maine, and the Barbara Bush Childrens Hospital Golf Committee, showcasing a strong commitment to youth and healthcare.

He provides specialized financial planning for a unique clientele that includes elite athletes and professional stage actors.

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Experience
22 Years
Current Role
Wealth Advisor
Job Level
Junior
Location
Portland, Maine, United States
Personality Overview

How James shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics James cares about

Advising Professionals
His practice is built on guiding high-income professionals, including doctors, dentists, veterinarians, lawyers, and elite athletes, through key financial and insurance decisions.
Income Protection
He focuses on helping professionals protect their most valuable asset: their ability to earn a living, especially as their income and responsibilities grow post-graduation.
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Career

Work history

10-2016 - 1-2018
Wealth Advisor
Portland Trust Company
8-2015
Financial Representative
Doctors Disability Specialists
2-2013 - 10-2019
Co-President
Waters and Kachmar Insurance
10-2008 - 2-2013
Life Insurance Broker
Living Wealth Partners
9-2001 - 10-2008
Financial Representative
Northwestern Mutual
In the press

Media appearances

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Education
1989 - 1994
BS
University of Maine
1985 - 1989
Education details unavailable
Cheverus High School
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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