James Kelly, a dedicated and experienced private wealth advisor, has been serving clients in the financial industry for 13 years. He brings a wealth of knowledge and a client-first approach to his role at Zarra Wealth Management Advisors. James earned his Bachelor of Science in Finance with a minor in Economics from the University of Delaware, laying a strong foundation for his career in financial planning.
Personal Life and Interests
Growing up in Rockville Centre, NY, James has deep roots in the community, which he continues to call home. He is married to his wife, Lauren, and together they have two young daughters, Mackenzie and Chloe, with another one expected to join their family in May 2025. James's favorite activities outside of work revolve around spending quality time with his girls, enjoying the many traditions with his extended family, and hanging out with his lifelong friends. He also loves spending summers at the beach, playing golf, beach volleyball, and traveling to new and exciting destinations whenever possible.
Career Journey
James's journey into the financial industry began in the brokerage world, where he observed the often emotionally driven tactics used by stock brokers to generate commissions. This experience inspired him to seek a more ethical and client-focused approach. He found his calling at Zarra Wealth Management, where he uses financial planning to provide guidance, direction, and confidence to his clients. James obtained his Certified Financial Planner (CFP) designation in 2016 and became a managing partner of Zarra Wealth Management in 2018, milestones that reflect his commitment to excellence and client service.
Expertise and Specializations
James specializes in working with pre-retirees, retirees, and families beginning their financial journeys. He believes that the key to successful financial planning is understanding each client's unique goals and concerns. His go-to financial advice is rooted in a data-driven approach, focusing on both growing and preserving clients' wealth while managing volatility. James and his team at Zarra Wealth Management are dedicated to understanding their clients' financial situations better than the clients themselves, ensuring they provide the best possible guidance and direction.
Client Expectations
One of James's favorite aspects of his job is building long-lasting relationships with his clients. He treats them like family and values the bonds formed over the years. He enjoys hearing about their families, life achievements, and sharing in their joy, whether it's through stories or pictures from recent trips and experiences. James often hears from clients, "I always feel better after meeting with you," a testament to the confidence he instills in those he serves.
James's career is driven by his passion for helping people overcome the stress, fear, and intimidation often associated with money and finances. He is committed to providing a better way to manage wealth, ensuring that his clients can feel confident and enjoy their lives to the fullest. If you are looking for a valued advisor to guide you through your financial journey, James Kelly and Zarra Wealth Management are here to help.
To schedule a complimentary consultation with James and begin your journey to financial well-being, please click below.
