James Piangozza, CFA, CFP®
James Piangozza advises clients on all facets of financial and estate planning, helping them chart a financial course for lifetime wealth creation at United Capital Financial Advisors.
His tenure in financial services began in 1995, initially with Tower Square Securities, Inc. (a Travelers and then a Citigroup subsidiary), and later PricewaterhouseCoopers. He has experience with overseeing the investment management process, including asset allocation policy, security analysis and construction of portfolio strategies. Prior to joining what is now United Capital, James was the Chief Investment Officer for Total Financial Advisors, LLC, and a Principal in the firm.
He earned a Bachelor’s degree from Duke University and holds a Master’s degree in Accounting from the University of North Carolina at Chapel Hill. James has also been a CFA® Charterholder since 2006 and a CERTIFIED FINANCIAL PLANNER™ professional since 2009.
Check the background of this investment professional on FINRA’s BrokerCheck.
Advisory services offered by United Capital Financial Advisors, LLC (“United Capital”), an investment advisor registered with the SEC. Securities offered through Lion Street Financial, LLC (“LSF”), member FINRA / SIPC. LSF is under separate ownership from, and unaffiliated with, United Capital. LSF does not provide tax or legal advice. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all services referenced on this site are available in every state and through every advisor listed. Lion Street Financial
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