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James Suazo

James Suazo, ChFC®

NAPFA Associate 

Financial Advisor



James Suazo, Chartered Financial Consultant®is a Financial Advisor and member of the Investment Committee, helping clients with their investment and financial planning needs. The ChFC® designation represents a comprehensive education that addresses all aspects of personal financial planning, with a focus on practical, real-world applications.

James helps design retirement income strategies for clients to create a “Paycheck System” for when you are no longer receiving income from your work life. Our “Life Planning” helps clients with home and car purchases, charitable giving, and long-term care and Medicare, as well as anything to do with a dollar sign.

Growing up in a large family with 12 children, James understands what it takes to work on a team and help others.  In his spare time, James enjoys volunteering at his local youth group; spending time with his wife, Maria, their children and many siblings; as well as playing the guitar. He is fluent in Spanish.