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James McEnerney, Jr., CFM
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Jim serves as Director of Creative Planning Private Wealth
Management. Jim’s responsibility is to build on the world class
legacy of Creative Planning by developing the finest group of
Private Wealth Managers in the Independent Financial Advisory
industry.
Jim attended Roanoke College in Salem Virginia, graduating with
a BA in Economics. He is also a graduate of The Donald T. Reagan
School of Advanced Financial Management with the title of
Certified Financial Manager.
Jim, his wife Sarah, and five children live in Leawood, Kansas. |
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