James McDougal, CFP®, ECA
SENIOR FINANCIAL PLANNER
Currently living in: Phoenix, Arizona
Hometown: Houston, Texas
James is a CERTIFIED FINANCIAL PLANNER® Professional on a mission to help wealth accumulators achieve financial independence. He brings his passion for helping others and problem-solving skills to BKFi's financial planning team.
Get to know James:
When I'm not crafting personalized financial plans, I spend my time playing guitar and hiking around Arizona. My wife Lillian (yes, just like Harry Potter's parents!) and I are obsessed with our Blue Heeler mix named Honey Bear. I'm a huge Blake Mills fan, and here's a fun fact - I have a fraternal twin! I volunteer as a guitar instructor when I can, combining my love of music with giving back to the community.
The best piece of financial advice I’ve ever received is…
“The only person worth comparing yourself to is YOU!”
