James Enriquez is a dedicated Financial Advisor with 14 years of experience in the financial industry. Holding credentials such as a Master of Science in Taxation (MST), Enrolled Agent (EA), and Certified Financial Planner (CFP), James has built a career grounded in a desire to help people achieve their financial dreams. His favorite part of the job is witnessing the successful realization of a financial plan, seeing the tangible results of planning and strategic execution.
James' commitment to his role as a Financial Advisor is evident in the care and precision with which he approaches each client's unique situation.
About
Strategic Insights Financial Planning Group
The financial landscape is complex, yet filled with opportunities. At Strategic Insight Financial Planning Group, we strive to bring clarity to this complexity, guiding you to make informed decisions that align with your financial goals.
We go beyond one-size-fits-all solutions. Our services are tailored to your unique life situation, providing a customized roadmap that addresses your needs, from tax planning and retirement strategies to estate planning and investment management.
Consider us your partners. We proactively monitor your financial health, adapting strategies as your life evolves and ensuring you are always on the best path to achieve your goals.
Understanding your finances empowers you to make better decisions. We provide the insights and knowledge you need to feel confident about your financial future. Our goal is to make you feel valued, understood, and confident in your financial decisions.
See Disclosures
Talk to an Advisor and GET ANSWERS »
Our Team
James Credo
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.
