James K. Noble, CFP®, CLU®

With a background in advanced estate planning, health care planning, and asset protection strategies for high net worth individuals and their families, Jim has been helping advisors and their clients for over 23 years.  

Since starting his professional career in the field of long term health care planning in 1988, James has been a resource for other advisors, insurance companies, and brokerage firms.  He has worked with firms such as Travelers Insurance, Salomon Smith Barney, Citibank, GE, Cetera Financial, and Bank of America.  In 2009 Jim went independent to provide wealth management and estate planning for individual clients and advisors, and partnered with 401k Retirement Partners, LLC in 2011.  His publication “What If I Live to 100?   A Financial Survival Guide” is the foundation of his successful seminar series, educating retirees and pre-retirees on the importance of having a comprehensive retirement, health care, and estate plan in place before trouble sets in.

Jim is a graduate of Haverford College, Haverford, PA, 1984 (BA, History) and is a CERTIFIED FINANCIAL PLANNER™ practitioner  in good standing with the CFP® Board of Standards, and has attained the designation of  Chartered Life Underwriter, from the American College, Bryn Mawr, PA.

Professional Licenses: NASD Series 7, 24, 66 (NY, NJ, PA, VA) and Life Insurance; Accident, Health or Sickness; Variable. (CA, NJ, NY, VA, NC, FL, SC, TX, OK, PA)