John Robert James CDFA®, CFP®


Special Solutions, LLC

11335 NE 122nd Way
Ste 105
Kirkland WA 98034
Get directions
425-889-7487

hn R. James, CFP® CDFA®


Curriculum Vitae


Academic &
Professional Qualifications:



  • CDFA – Certified Divorce Financial Analyst, since 2008



  • Collaborative Law Certified as a Financial Professional since November 2010



  • CFP – Certified Financial Planner, since 1987



  • Bachelor of Science in Agricultural Economics, Washington State University, 1967


Memberships:


Financial Planning Association (FPA) since 1987, ARC of Snohomish, King County Collaborative Law, International academy of Collaborative Professionals (IAFP), Washington Collaborative Professionals (WCP), various study group (PODs) in the Puget Sound area


What I do as a Certified Financial Planner®, Licensed Advocate of Protected Tomorrows ™, Certified
Divorce Financial Analyst and/or a  Collaborative trained Financial Professional.


We simplify the complex by taking the complex, confusing and stressful circumstance; develop steps to accomplish what is needed, then assist to implement it.


Professional Skills training:


1986 to 1998 – Trustee for the Northwest Baptist Foundation in Vancouver, WA


1989 & 1992 – Interim Executive Director for the Northwest Baptist Foundation


2001 to present ­– Annual Advocate training provided by Protected Tomorrows of Chicago


2008 – University of Washington School of Law Professional Mediation Skills Training Program


2008 – Institute of Financial Analyst - Advanced Topics Workshop in Reno, NV


2009 - Institute of Financial Analyst - Advanced Topics Workshop in New Orleans


2011 - Institute of Financial Analyst - Advanced Topics Workshop in Denver, CO


2011 – IACP annual conference in San Francisco, CA and presented a conference titled Collaborative Law and


Special Needs.


Experience:


Parent of a special needs child                                                              1973 - 1983


Banker, Branch Manager and commercial lender with                             1968 ­­­­­­­– 1987


Seattle First National Bank or Bank of America


Independent Financial Planner (CFP) with various B/D and RIA                1987 – present


Special Solutions/Protected Tomorrows ofSeattle                                    2003 – present


Quantum Financial Planning Services                                                     2010 – present


Licensed Advocate – Protected Tomorrows® 2003 to present


Working with families and children that have special needs to develop individualized life care plans for the child. Complete in-depth need assessments considering life time financial needs, review of legal and benefits options, guide and assist through the transition period maze (age 13 to 21) and on into adult life.