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Atlanta

James Underwood

CFP®, CPA

Senior Wealth Advisor

3535 Piedmont Rd NE, Building 14, 5th Floor
Atlanta, GA 30305

James Underwood

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

James Underwood

Professional Certifications

  • CFP® – CERTIFIED FINANCIAL PLANNER® professional
  • CPA – Certified Public Accountant

About James

James works closely with clients to create customized, tax-efficient plans that allow them to enjoy their lives. He and his team diligently monitor portfolios, always on the lookout for new opportunities while evaluating potential risks.

James currently resides in Atlanta with his wife, Shannon, their two children, and their dog Dexter. 

Education and Professional Milestones

- University of Georgia – Bachelor of Business Administration in accounting and Master in accounting
- Served as an advisor and owner at Nova Wealth Management Group
- Serves on the board of the Georgia Society of CPAs (GSCPA) and the Atlanta Estate Planning Council
- Is a legacy advisor for Children’s Healthcare of Atlanta


Focus Partners is not engaged in the practice of public accounting and is not registered as a public accounting firm.

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