James Dinsmore

Q: What is James Dinsmore Cfp(r) email address?

Email James Dinsmore Cfp(r) at jim@egwealth.com and james@evergreenwealthsolutions.com. This email is the most updated James Dinsmore Cfp(r)'s email found in 2026.

Q: How to contact James Dinsmore Cfp(r)?

To contact James Dinsmore Cfp(r) send an email to jim@egwealth.com or james@evergreenwealthsolutions.com. If you want to call James Dinsmore Cfp(r) try calling on 5706016960. (updated on August 25, 2024)

Wealth Manager and CFP®, CLU®, LUTCF® at Evergreen Wealth Solutions | Williamsport, Pennsylvania, United States

About James Dinsmore

James Dinsmore, CFP®, CLU®, LUTCF®, has been a pivotal member of Evergreen Wealth Solutions since 2017, where he serves as a Wealth Manager dedicated to providing comprehensive financial planning for individuals, families, and businesses. With a keen focus on understanding what is meaningful to his clients both now and in the future, James leverages the robust planning resources available through Commonwealth Financial Network® and Evergreen to craft tailored financial strategies. His expertise encompasses a wide range of services, including asset management and tax planning, which are essential for professionals, business owners, and accredited investors looking to optimize their financial health.

At Evergreen, James is currently spearheading key projects that emphasize holistic wealth management, ensuring that each client receives personalized attention and a strategic approach to their financial goals. His commitment to leadership in the financial services industry is evident not only in his client interactions but also in his public speaking engagements, where he shares insights on effective financial strategies and the importance of proactive planning. Additionally, his background in life insurance further enhances his ability to provide clients with comprehensive risk management solutions. Outside of his professional endeavors, James also dedicates time to coaching high school baseball, demonstrating his passion for mentorship and community involvement. This multifaceted approach allows him to connect with clients on a deeper level, fostering long-term relationships built on trust and understanding.

James Dinsmore Work

Wealth Manager and CFP®, CLU®, LUTCF® at Evergreen Wealth Solutions in August 2017 to Present

Financial Advisor, Insurance at Liberty Mutual Insurance in January 1983 to July 2017

James Dinsmore Education

Penn State University, Associate's degree, July 1978 to July 1982

College for Financial Planning, Certified Financial Planner (R), July 2026

The American College of Financial Services, July 1998 to July 1999

James Dinsmore Skills

Life Insurance

Leadership

Wealth Management

About James Dinsmore's Current Company

Evergreen Wealth Solutions

Discover more about Evergreen Wealth Solutions

Frequently Asked Questions about James Dinsmore

What is James Dinsmore Cfp(r) email address?

Email James Dinsmore Cfp(r) at [email protected] and [email protected]. This email is the most updated James Dinsmore Cfp(r)'s email found in 2026.

What is James Dinsmore Cfp(r) phone number?

James Dinsmore Cfp(r) phone number is 5706016960.

How to contact James Dinsmore Cfp(r)?

To contact James Dinsmore Cfp(r) send an email to [email protected] or [email protected]. If you want to call James Dinsmore Cfp(r) try calling on 5706016960. (updated on August 25, 2024)

What company does James Dinsmore work for?

James Dinsmore works for Evergreen Wealth Solutions

What is James Dinsmore's role at Evergreen Wealth Solutions?

James Dinsmore is Wealth Manager and CFP®, CLU®, LUTCF®

What industry does James Dinsmore work in?

James Dinsmore works in the Financial Services industry.