James C. Sexton III, CFP®, CFS

James C. Sexton III, CFP®, CFS

Principal

Jim founded Western Reserve Capital Management and has been providing guidance and financial counsel to affluent families, corporate executives and business owners for nearly two decades. Area businesses and corporations regularly ask him to speak to their employees on workplace retirement plan rules and investment strategies. A native of Hudson, he is a graduate of the Hudson School system and is actively involved in the community by serving on the Board of Directors of the Hudson Library and Historical Society and is a past president of the organization.

An avid fly fisherman since childhood, he is a fly casting instructor and teaches introductory classes on fly fishing throughout Northeastern Ohio. Additionally, he is a founding member of the Western Reserve Fly Fishing Club of Hudson.

 

Areas of Concentration

  • Retirement Income Planning
  • Estate Planning

Accreditations & Licenses

  • CERTIFIED FINANCIAL PLANNER™ CERTIFICANT
  • CERTIFIED FUND SPECIALIST
  • Securities Registration: Series 6, 7, 63, 65

Education

  • B.A. in Economics and English, The University of Akron

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.