James Licata

  • Financial Advisor
  • Investment Advisor Representative

About James

Have you ever been sunset sailing on the beautiful Hudson River? The peaceful, constant motion of the water under the keel. The cool breeze in your hair. If you’re not careful, time will pass you by. Life is very much the same. Constant.

While moving through your life, financial decisions can be overwhelming or worse, forgotten. To help accomplish your life goals, you need an experienced helmsman as a guide on your journey. 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 to formulate a detailed and robust financial strategy that is tailored to their needs. Let’s talk about how, together, we can sail on the fair winds of financial freedom.

Jim resides in Cortlandt Manor, Westchester NY with his wife, Lisa of 32 years and together they have 2 daughters. In Jim’s free time he enjoys sailing.

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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