James Franklin
Senior Associate Wealth Advisor

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James is a Senior Associate Wealth Advisor in the Beacon Pointe Denver, Colorado office and is responsible for partnering with the investment and financial planning teams to provide the firm’s clients with a personalized wealth management experience. His duties include investment strategy implementation, asset allocation modeling, portfolio performance reporting, and client services. Prior to entering the financial services industry, James began his career in sales and customer service. He holds a bachelor’s degree in marketing from the University of Colorado Denver Business School. Born and raised in Minnesota, James moved to Colorado to further his education. After developing a strong passion for the Colorado lifestyle, which includes hiking and snowboarding, he decided to make Denver his home. Aside from his outdoor endeavors, James’s free time is spent hanging out with his wife Sarah, dogs Hank and Cici, and trying new recipes in the kitchen!