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James Franklin, CFP®
Financial Advisor
Philosophy
I believe planning brings clarity and actions bring results. My approach is to first understand what matters most to each client, then create a plan that connects today’s decisions with tomorrow’s opportunities. With clarity as the foundation and consistent action as the driver, I help individuals and families move forward with confidence and purpose.
Why I Do This Work
For me, serving others has always been more than a responsibility—it’s a calling. From a young age, I was taught the value of supporting those around me, and I find real purpose in bringing that mindset to financial planning. What drives me is guiding clients through life’s complexities, helping them move from uncertainty to clarity and from aspirations to results.
Certifications & Background
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CERTIFIED FINANCIAL PLANNER™ (CFP®)
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Bachelor’s degree in Personal Financial Planning, Utah Valley University