Aug 4, 2022
About Our Guest
James Woodall recalled being frustrated at not knowing who or
where to turn to for answers on personal finance as he wrestled
with issues like taxes, investments, company-provided benefits,
insurance etc.
He turned to friends and looking back, was lucky to not derail his
investment accounts with some of the suggestions that he was
getting. This is what got him started on his personal finance
journey – by reading everything he could lay his hands on (some
great, some not so great, some just completely off) and by
explaining these concepts to anybody that would listen. He
made it his goal to simplify wealth management and take the stress
out of retirement planning.
Before starting Woodall Wealth Management, James Woodall worked for
a well-known mutual fund and brokerage firm where he talked to
thousands of clients and worked on hundreds of thousands of
accounts, showing him what worked and what didn’t. This led James
to design a firm to serve successful families looking for advisors
that they want to build a deep relationship with and understand
their needs.
James earned a Bachelor’s of Science degree in International
Economics from Texas Tech University and was trained in Financial
Planning at Southern Methodist University. In addition to passing
the Certified Financial Planner (CFP®) exam, Uniform Investment
Adviser Law (Series 65) exam and the General lines - Life,
Accident, Health and HMO Insurance exams.
Connect with James
Website: woodallwealthmanagement.com
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Twitter: @moneytalkwitht
Instagram: @moneytalkwitht
LinkedIn: Tiffany Grant