James K. Noble, CFP® CLU® AIF®
Nationwide Planning Associates, Inc.
James K. Noble, CFP® CLU® has been involved in the financial services for over 25 years dedicated to serving the retirement planning needs of clients from many walks of life. As an industry specialist in the long term care planning field he taught and trained advisors and agents and travelled the U.S. working with some of the largest brokerage firms in the country. As an advisor, he has served the needs of clients as an insurance agent, financial planner, investment advisor and family friend.
In 2009 Jim started his own independent financial planning practice dedicated to serving the needs of small investors. In 2010 he joined forces with Nationwide Planning Associates and the First Jersey Credit Union to provide financial services to serve needs of both members and non-members. Together we provide the resources our clients need to accomplish their financial goals.
"My goal is to research the market for innovative solutions to provide the financial security you need for a long and happy retirement. Every portfolio is customized to meet each client's individual needs."
A CERTIFIED FINANCIAL PLANNER™ is much more than just a Retirement Planner. The designation comes with extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits and retirement planning, as well as in CFP Board’s Standards of Professional Conduct, which are rigorously enforced. As a CFP® professional, I’m required to uphold my certification through continuing education – something to consider with new financial instruments appearing regularly on the consumer market. Working with a CERTIFIED FINANCIAL PLANNER™ professional is assurance that he or she is a credentialed expert who is held to high ethical and professional standards.