James Shoquist, CFP®, CAP®
Wealth Advisor
Office: 402-334-0300
Cell: 402-677-7475
14320 Arbor Street
Omaha, NE 68144
2021 Hero of Hope Winner
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James Shoquist was raised in southwest Wisconsin. He joined the United States Air Force in 1999, serving honorably until 2005. After his service in the Air Force, James earned a Bachelor's degree from University of Nebraska-Omaha in 2007. Upon graduation he entered the financial services industry as a Financial Advisor with Wells Fargo. In May 2014 James joined the Northwest Wealth Management team.
Focused on a high fiduciary standard and financial planning, James advises clients using an academic approach to provide the best odds of achieving their goals while managing risk. He proactively sets the stage to continue the process of financial stability and goal making. Whether you are in your wealth accumulation period or you are currently retired and looking to consolidate, James is eager to provide value to your family.
Ultimately, he will put your needs above all, focusing on your evolving financial plan, evidence-based investing and a customized service schedule that meets your needs. Please contact James for a complimentary review of your financial picture.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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