James McDougal, CFP®, ECA
SENIOR FINANCIAL PLANNER
Currently living in: Phoenix, Arizona
Hometown: Houston, Texas
James is a CERTIFIED FINANCIAL PLANNER® and an Equity Compensation Associate (ECA) 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'm probably at a concert or restaurant in the Long Beach/LA area. My wife, Lillian (yes, just like Harry Potter’s parents!), and I are obsessed with our Blue Heeler mix named Honey Bear and our two mischievous cats, Chip and Stout. Some other fun facts: I volunteer with the Los Angeles Maritime Institute when I can, I blow past 10,000 steps every day (shout-out sunscreen), and I drink probably 6 cups of coffee every single day.
The best piece of financial advice I’ve ever received is…
“The only person worth comparing yourself to is YOU!”
