James Bocinsky
Principal at AB Bernstein, Private Wealth Management | Seattle, Washington, United States
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James Bocinsky serves as a Principal at AB Bernstein, Private Wealth Management, where he leverages his extensive experience in the financial services industry to create a unique partnership platform for his clients. With a career spanning several years and encompassing various roles across different firms, James has developed a deep understanding of the complexities of wealth management. His expertise is particularly pronounced in areas such as retirement planning, alternative investments, and strategic financial planning, allowing him to provide tailored solutions that meet the diverse needs of his clients.
At Bernstein, James is deeply involved in key projects that focus on integrating comprehensive research and investment management strategies. This approach ensures that clients benefit from the firm’s best investing ideas, particularly in volatile market conditions, which he has navigated successfully during two major market crises. His commitment to fostering genuine advisory relationships allows him to guide clients through their financial journeys, helping them achieve their long-term goals while managing risk effectively.
The most meaningful aspect of James's role is the ability to make a significant impact on clients' lives through personalized financial planning and wealth management services. By prioritizing open communication and trust, he empowers clients to make informed decisions about their financial futures. His dedication to client success, coupled with a robust understanding of investment advisory and long-term care insurance, positions him as a trusted partner in the ever-evolving landscape of private wealth management.
Principal at AB Bernstein, Private Wealth Management in October 2016 to Present
Wealth Advisor at MassMutual Seattle in November 2012 to October 2016
Member at M Financial Group in April 2006 to November 2012
Associate at The Lyman Group in June 2005 to November 2012
Associate at Keever Capital in June 2005 to November 2012
Financial Services Professional at MassMutual Financial Group in July 2004 to June 2005
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Retirement Planning
Retirement
Life Insurance
Asset Allocation
Alternative Investments
Risk Management
Financial Planners
Finance
Insurance
Wealth Management Services
Strategy
Strategic Financial Planning
401k
Disability Insurance
Long Term Care Insurance
Retirement Income
Long Term Care Strategy
Financial Services
Mutual Funds
Investment Advisory
Wealth Management
Series 7
Securities
Financial Planning
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What is James Bocinsky email address?
Email James Bocinsky at [email protected] and [email protected]. This email is the most updated James Bocinsky email found in 2026.
What is James Bocinsky phone number?
James Bocinsky phone number is +14259228172 and +14254458222.
How to contact James Bocinsky?
To contact James Bocinsky send an email to [email protected] or [email protected]. If you want to call James Bocinsky try calling on +14259228172 and +14254458222. (updated on October 30, 2024)
What is James Bocinsky net worth?
James Bocinsky has an estimated net worth of $750,000 to $999,999
What company does James Bocinsky work for?
James Bocinsky works for AB Bernstein, Private Wealth Management
What is James Bocinsky's role at AB Bernstein, Private Wealth Management?
James Bocinsky is Principal
What industry does James Bocinsky work in?
James Bocinsky works in the Executive Offices industry.
James Bocinsky Email Addresses
James Bocinsky Phone Numbers
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