Broker Check
James Hass, CFP®, CPFA®

James Hass, CFP®, CPFA®

Partner & Wealth Manager

James is a wealth manager with maven group. Before joining the team, James spent three years as an investment advisor representative with a national advisory firm and seven years consulting small and mid-sized businesses in employee benefits and management. Financial efficiency, both personal and professional, have been the core of James’ client conversations for over a decade. James builds lasting client relationships by taking a deeply customized approach to their financial strategy. He believes that creating a clear, easy to understand path to client’s individual goals is key in empowering them to pursue sustainable financial success. Experience in both personal and business investment strategies has helped him support his clients across all their financial initiatives.

 

In his free time, James enjoys hiking with his wife Julia and dog Nicki, surfing, golfing, traveling, and volunteering with his Rotary Club.