James T. Bova, CFP®

James T. Bova, CFP®

Phone: (203) 438-4255
Fax: 203-438-2756
E-mail:


James T. Bova, CFP®

Experience

 

  • 14 Years as a CERTIFIED FINANCIAL PLANNER™ Professional
  • 20 Years in the Financial Services Industry
  • Jim has been awarded the title of Retirement Planning Specialist by AXA Advisors, based upon the successful receipt of a Certificate in Retirement Planning from the Wharton School of Business

     Designations and Degress:

  • College of Financial Planning, CFP ®
  • Pace University
  • Westchester Community College
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  • Professional Associations: 
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  • Member - Million Dollar Round Table
  • Member - Life Underwriters Association of Westchester

    Licenses:

  • NASD series 7, 63, 65 & 24 Securities Licensed

    Industry Awards:

  • National Agent of the Year Award, 2 Consecutive Years, AIG
  • 1999 Producer of the Year, Northeast Region, AIG
  • Silver Client Builder Award, AIG
  • Gold Client Builder Award, AIG

    "CFP®, CERTIFIED FINANCIAL PLANNER™, AND CFP(flame logo) ARE CERTIFICATION MARKS OWNED BY CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC AND ARE AWARDED TO INDIVIDUALS WHO SUCCESFULLY COMPLETE CFP BOARD’S INITIAL AND ONGOING CERTIFICATION REQUIREMENTS

     

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