Today on Black Box, we chat with James Woodall CFP, Founder & CEO of Woodall Wealth Management.
James has 10+ years experience in Financial Analysis and Wealth Management, working for Fidelity and other prestigious firms. In 2022 James decided to embark on his own journey, providing Wealth Management that is tailored to each individual client. In this interview, James proves his in depth understanding and knowledge on all investment vehicles including some alternative ones you may have not heard about before.
It was truly a pleasure having James on, he’s a stand up guy and we wish him nothing but the best!
https://www.woodallwealthmanagement.com
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