James Hack

James C Hack,

CFP®, CEPA® Senior Financial Planning Consultant

James C. Hack is a Senior Financial Planning Consultant with Raymond James. He believes that the cornerstone of a successful client/advisor relationship is the mutual trust and respect that develops over time, and he is deeply committed to helping his clients realize their long-term financial goals. James provides a comprehensive approach to Financial Planning, Wealth Management & Exit Planning to individuals, families and business owners alike.

As a CERTIFIED FINANCIAL PLANNER™, James strives to enhance the financial well-being and quality of life for our clients by ensuring that their financial plans are efficient and aligned with their goals. As a CERTIFIED EXIT PLANNING ADVISOR®, he works closely with business owners to ensure their business will be ready for transition when they are.

Prior to his start with Raymond James, James worked with UBS as a Financial Advisor. He received his undergraduate degree in Finance from the University of Iowa and his CFP® designation through Wake Forest University.

Originally, from Kildeer, IL, James currently resides with his wife, Kendall, in Charlotte, NC. He is an active member of the community as well as the President of the Charlotte Iowa Club.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Raymond James is not affiliated with any of the companies mentioned.