James Enriquez

James Credo is a seasoned Financial Advisor with 17 years of experience in the industry. His journey into financial advising was driven by a passion for math, personal finance, and a desire to help clients navigate their financial futures. This path also aligned with his entrepreneurial spirit, offering him the opportunity to innovate and lead in a profession that resonated with his personal interests and professional aspirations.

Recognizing that each client is unique, James dedicates time to understand their individual situations and objectives. He finds joy in the challenge of developing strategies that are specifically tailored to meet their needs and goals. His decision to become an independent advisor was motivated by the desire for greater efficiency, access to a broader range of financial planning software, and the opportunity to reach more prospective clients and financial professionals. This move also allowed him to market a unique brand and culture that stands out in a competitive field.

James grew up with a bicultural background, having been raised in Bacolod City, Philippines, and Stamford, Connecticut. He pursued higher education at the University of Texas at Austin, and he currently resides in Edinburg, TX, with his wife Jaygee and their two daughters, Kaylee and Khloe. Married for 14 years, James spends much of his time outside of work supporting his children in their extracurricular activities, mirroring his dedication to family. When he does find some downtime, he enjoys reading, listening to podcasts, and fishing, activities that allow him to recharge and stay informed.