James Carvalho

James is a Director at Chartered Wealth Solutions and a CERTIFIED FINANCIAL PLANNER^® who believes in helping people achieve a purposeful life by aligning their Financial Plans with their dreams and aspirations. With over 20 years of experience in the financial services industry, James has worked with various asset management, unit trust, and business consulting groups. He holds qualifications from the IMM Graduate School of Marketing and the University of the Free State and is a member of the FPI (Financial Planning Institute). He is married to Mandy, and they have two children, Cody and Sienna. James enjoys spending time with his family and friends and riding his mountain bike in his leisure time.