James Quinn is a Certified Financial Planner (CFP®) and Investment Advisor Representative with Sequent Planning based in Englewood, CO. As a CFP professional for over three decades, James “Jay” Quinn has guided clients through multiple investment cycles to help them prevail and attain their individual life goals. As a Wall Street veteran with management experience at Charles Schwab and Fidelity Investments, Mr. Quinn translates the jargon of investing to straight talk about your money and how to make it work for you. Jay is a graduate of the University of California at Berkeley and resides with his wife and family in Denver, Colorado.
Areas of Focus
- Small Business Owners
- Retirement Planning
- Wholistic Financial Planning
Education & Credentials
- Bachelor of Arts in History - University of California at Berkeley
- Certified Financial Planner (CFP)
- Certification for Long Term Care (CLTC)
Personal Interests
- Classic Cars
- Road Biking