James Nevers, CFP®

From the moment he walked in the door, James felt at home at Soundmark.

You could say he’s destined to make his mark in finance: His father and grandfather, and his great-grandfather too, made their careers in the financial world, and James knew from an early age he would follow in their footsteps.

James was drawn to the personalized, comprehensive care Soundmark offers their clients, and to the camaraderie he sensed in the office from his first interview. When he’s not busy launching his career, James can be found barbecuing at home, working out at the gym, or spending time on Lake Washington with his wife, Jessica.

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Education

  • M.S. Personal Financial Planning
    Texas Tech University
  • B.A. Business Administration
    University of Washington

Credentials

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Series 65 Registered Investment Advisor Representative
  • WA Life and Disability Insurance Licensed

Leadership/Philanthropy

  • Washington State Army National Guard Officer
  • Rotary Club of Kirkland