Only Firm to Leverage Employee Personal Assets with
Employer-Sponsored Benefits to Produce Workplace Wealth
November 5, 2018, Scottsdale, AZ—My Financial Coach (MFC) announces today the appointment of its first financial coach, James Hargrave, CFP® professional, to help employees coordinate and leverage their personal assets with their employer-provided benefits, a strategy which holds the potential for individual workplace wealth.
Hargrave brings to MFC nearly a decade of career experience in financial planning with the banking, investment, and fin-tech industries. Hargrave’s decision to join MFC is emblematic of the growing power and influence of Millennials in the fin-tech sector.
Formerly with Learnvest, Vanguard, and Bank 21, he has worked closely with high-net-worth clients through all phases of financial analysis, planning, and implementation. At Learnvest, Hargrave built an employer portfolio from zero to 286 clients in less than two years. At Vanguard, he built relationships with a $1.3 billion book of business, 630 client-family groups, and 2,200 individuals.
Committed to financial literacy and lifelong learning, Hargrave holds many key credentials including CFP® from the Certified Financial Planner Board of Standards, Inc.; Chartered Life Underwriter (CLU®) from the American College of Financial Services; his Series 7 & 63 Licensure from the Financial Industry Regulatory Authority (FINRA); and his Life, Health, and Sickness Insurance License in the State of Arizona. Hargrave earned his Master of Business Administration from Columbia College and his Bachelor of Science in Business Administration and Marketing Management from Missouri Valley College.
About My Financial Coach
MFC program delivers an affordable, corporate-sponsored group benefit for executives and employees to be able to 1) turn to CFP® Professionals as financial coaches, unbiased and non-selling, for independent fiduciary advice, then self-invest; or 2) rely on financial coaches to augment work with an individual’s current advisors; or 3) turn to the MFC coaching service to access a well-vetted reservoir of subject matter experts in virtually every aspect of financial planning and implementation— retirement planners, top money managers, insurance experts, estate planning lawyers, and tax specialists. Users can access live chat, phone, and email on mobile and desktop platforms, with 24/7 email support for advice, questions, or second opinions on everything from mortgages, debts, and investments to insurance, taxes and retirement readiness.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Congrats MFC Team! James, is an incredible teammate to have on your side and someone who does amazing work. Can’t wait to see what you guys build in the coming months, love the vision.