James Licata

  • Financial Advisor
  • Investment Advisor Representative

About James

Life is constantly in motion. Because of the constant movement, financial decisions can sometimes be overwhelming and worse, placed on the back burner. To help accomplish your life goals, you need not only a clear vision of what you want to achieve, but also the proper toolkit and an experienced guide. I can be of value in this regard. As a Financial Advisor with Barnum, I specialize in comprehensive financial strategies. Throughout the consultative financial process, I work with my clients and their advisors, as applicable, to formulate a detailed and robust financial strategy that is tailored to their needs.
The process I follow utilizes an integrated approach, helping my clients become more aware of their personal finances, future needs, and how one financial decision impacts another. I work closely with my clients to help them understand the results of their written plan which includes non product specific strategies to help them achieve their goals. The plan can then be implemented with me, other professionals, or a combination of both.

I am licensed and registered to offer products and services in NY. Licenses and registrations will vary.
Domiciled in NY. (www.SIPC.org) 6 Corporate Drive, Shelton, CT 06484. (203) 513-6000

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