Meet James Baldwin

James C. Baldwin helps individuals and families build practical, goals-based financial plans with clear, plain-English guidance ​

James Baldwin brings valuable experience to his role as an advisor at Summit Financial Consulting. He earned his B.A. in Finance from Michigan State University in 2021. Soon after, he obtained licenses in Series 7, Series 65, and Series 63, as well as Life, Health & Accident Insurance.

Having gained valuable perspective at multiple Fortune 500 companies, James takes a client-focused approach. His priority is serving clients’ best interests, not commissions. By contributing to insightful financial articles, James aims to empower individuals and families to make more informed financial decisions.

Read James’s full Bio Here or connect with James on Linkedin:

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