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Ross James

CFP®, AIF®, QPFC

Head of Financial Planning

Professional Experience

Ross joined Sentinel Benefits & Financial Group in 2011 as an Investment Consultant. Today, he oversees the Financial Planning team as VP, Personal Investment Services. He is a Registered Representative of Sentinel Securities, Inc. and an Investment Advisor Representative of Sentinel Pension Advisors, Inc.

Ross offers fee-based investment management and financial planning services to businesses, individuals and their families. He provides education and guidance to plan participants to help maximize their retirement benefits in an effort to become retirement ready. For institutions, he works closely with plan sponsors to help implement custom retirement programs and employee benefits packages and provide fiduciary governance.

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Educational Background and Certifications

  • Connecticut College, New London, CT – Bachelor of Arts – Government with concentration in International Political Economy
  • CERTIFIED FINANCIAL PLANNER™
  • Accredited Investment Fiduciary®,  AIF®
  • Qualified Plan Financial Consultant, QPFC
  • The Commonwealth of Massachusetts – Life, Accident and Health Insurance licenses
  • FINRA Series 7 & 66

Hometown

Charlestown, MA

Out of the Office

Ross can be found at his family's lakeside cabin in Maine, spending quality time with friends on a beach somewhere in New England, or walking his favorite pal, Sweet, the family chocolate lab. In a former, more athletic life, Ross played hockey in college and still tries to get out on the ice when he can.

Check the background of this investment professional on FINRA's BrokerCheck.

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Thought Leadership

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Voluntary Benefits: Financial Planning Assistance

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