BACK

Certifications

CFP®

Client specialties

  • Financial Planning
  • Investment management
  • Personal wealth management
  • Portfolio Construction & Management
  • Retirement plan consulting

James P. Diver , CFP®

Partner, Private Wealth Advisor

Bio

James is a partner and financial planner at Procyon. James is passionate about helping clients meet their goals. He is responsible for investment research, portfolio management and helping develop in-depth financial plans for clients. He is also responsible for helping market the firm’s vision through new technologies. James is constantly helping the firm adapt to the changing investment advice and financial planning landscape in which Procyon exists.

Upon graduating from Baruch College’s Zicklin School of Business in 2013, James joined Pivotal Planning Group, LLC before joining the Procyon team in 2021.

Relevant Links

Events Thought Leadership In the News