James Sinopoli is a financial advisor at Sinopoli & Sinopoli Financial Services, LLC with a PFS™ designation and two years of industry experience. Prior to joining the firm, he worked at PricewaterhouseCoopers LLP for two years and has a background in full-time education. He is also an accountant at Sinopoli & Sinopoli CPAs, P.C., where he provides tax, accounting, and consulting services.
Sinopoli & Sinopoli Financial Services, LLC is a four-person team that offers investment management, financial planning, consulting, and retirement-plan advisory services to individuals, trusts, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory-based investment approach, utilizing broadly diversified, passive asset-class exposure and model portfolios, with discretionary portfolio management delegated to Focus Partners Advisor Solutions.