James Kampetis, CFP®
Simplified Financial Advice.
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Carson Wealth
James Kampetis, CFP®
Pittsburgh, PA
Serving Clients Nationwide
Simplified Financial Advice.
Areas of Focus
- Estate Planning
- Financial Life Planning
- Investment Management
- Owning a Business
- Retirement Planning
- Taxes
About Me
James Kampetis has been in the financial services industry since 2006. Most of his experience comes from Wall Street firms in both the institutional and retail sectors of the market. James also brings a lifetime of entrepreneurial experience from his family’s restaurant business.James is the Director of Wealth Planning at Carson Wealth. He also is a CERTIFIED FINANCIAL PLANNER™ professional. He takes a comprehensive approach to providing financial advice that is centered around educating clients first. As a believer in strong communication, James values deep conversations and sharing his experiences to help clients make the most informed life decisions possible.
James lives in Washington County and enjoys spending every free moment he has with his daughter, Lucy. He is an active member and volunteer at his Greek Orthodox Church and holds family among his top priorities. Given time to himself, James enjoys anything in warm weather, reading, and acquiring new skills.
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
Primary Location
1 Bigelow Sq 20th Fl, Pittsburgh, PA 15219
Additional Locations
📍 7418 Brighton Road Ben Avon, Pennsylvania 15202
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
- Flat Fee
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free 15-minute call with our Advisor Match team to share more about yourself, then we'll help you find the financial advisor that best suits your needs and goals.Offers Investment Management
Yes
About our Firm
We are financial advisors who can help ensure every aspect of your financial life is addressed in a comprehensive and objective manner that allows you to live a simpler, more productive life. We are committed to helping you feel confident in your financial lives.For over 25 years, our financial advisors in Pittsburgh and surrounding areas have been helping our clients by being a resource for any and all financial decisions.
We’re part of a nationally ranked firm (Barron’s 12th Ranked RIA in the country) with a local presence in Pittsburgh, led by a Forbes Best-In-State wealth advisor, Neal McGrath.
We have a focus and commitment to proactive tax planning and estate integration. We utilize sophisticated investment strategies coupled with our deep knowledge and team of CPAs, CFP®s, JDs and other professionals to guide you toward the financial decisions appropriate for your unique goals.
From the North Hills, South Hills, East to downtown Pittsburgh, we’re happy to serve our community with customized wealth solutions designed to help our clients define and reach their goals. We take the time to get to know our clients and offer them guidance tailored to their unique needs.
Education
Pennsylvania State University
Hobbies and Interests
- Church
- Family
- Reading
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Gen X
- Living in Retirement
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
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