James C. Sexton III, CFP®, CFS
Jim founded Western Reserve Capital Management and has been providing guidance and financial counsel to affluent families, corporate executives, and business owners for nearly two decades. Area businesses and corporations regularly ask him to speak to their employees on workplace retirement plan rules and investment strategies.
He is a graduate of the Hudson School system, served on the Board of Directors of the Hudson Library and Historical Society, and stays involved in the community.
An avid fly fisherman since childhood, he is a fly casting instructor and teaches introductory classes on fly fishing throughout Northeastern Ohio. Additionally, he is a founding member of the Western Reserve Fly Fishing Club of Hudson.
Jim is a proud member of the Financial Planning Association.
Areas of Concentration
- Retirement Income Planning
- Estate Planning
Accreditations & Licenses
- CERTIFIED FINANCIAL PLANNER™ CERTIFICANT
- CERTIFIED FUND SPECIALIST
- Securities Registration: Series 6, 7, 63, 65
- B.A. in Economics and English, The University of Akron
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