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James Graham, CFP®, CCFS

Office Location

1101 22nd St. South
Birmingham, AL 36205

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James was born and raised in Birmingham, Alabama and graduated from Vestavia Hills High School. He went on to attend Samford University where he was a member of the cross country & track teams as a distance runner and graduated with a double major in Finance & Accounting. James always knew that he wanted to enter the financial planning industry, as he enjoyed helping people and knew that he could help simplify families’ financial lives.

He is a Certified Financial Planner and a Certified College Funding Specialist. He is also a member of the National Association of Insurance and Financial Advisors (NAIFA). James joined The College Funding Coach® to educate families on effective and efficient ways to fund college and retirement. Combining the educational and financial aspects of preparing for college gives James the unique ability and experience to understand how to help each family with attending the college of their dreams.

When not working, James enjoys running marathons, hanging out at Lake Martin, and going on walks with his wife Brooke, their son Colson, and their dog Dottie.

Read James’ Blog Post:

Overlooked Benefit of 529 Plans: State Tax Deductions