- Financial Planning
- Investment management
- Personal wealth management
- Portfolio Construction & Management
- Retirement plan consulting
James P. Diver , CFP®Partner, Private Wealth Advisor
James is a Partner and Financial Planner at Procyon, bringing extensive experience and expertise to the firm. Prior to the merger with Procyon, he was a Partner at Pivotal Planning Group, an independent wealth management firm based in New York since its establishment in 2001.
With over 12 years of experience in the Registered Investment Advisor (RIA) industry, James has always prioritized being on his clients’ side of the table. Starting his career in the independent space, he has been instrumental in helping peers and advisors recognize the benefits of an open architecture, advice-driven model that truly benefits clients and provides a fulfilling career path.
Passionate about helping clients achieve their goals, James plays a key role in investment research, portfolio management, and the development of comprehensive financial plans. As a member of the firm’s Investment Committee, he contributes to driving investment and portfolio decisions at Procyon. Additionally, James is responsible for leveraging new technologies to market the firm’s vision and ensure an exceptional client experience in the ever-changing landscape of investment advice and financial planning.
James earned a B.A. degree in Finance from Baruch College’s Zicklin School of Business in 2013. Following his graduation, he joined Pivotal Planning Group, and in 2021, he became a part of the Procyon team. James holds the Certified Financial Planner (CFP) designation, further demonstrating his expertise and commitment to providing high-quality financial planning services.
With his extensive experience, investment knowledge, and dedication to client success, James contributes to Procyon’s mission of delivering exceptional financial planning and investment management services. His passion for helping clients achieve their goals makes him a valuable asset to the firm and the clients he serves.
Outside of work, James resides in Bayshore, NY, and enjoys engaging in activities such as basketball, golf, and spending quality time with his family and friends.
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