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James H
CFP®, Series 63, Series 65
Charlotte, NC
Gatehill Financial Consulting, LLC
James Hill is a CFP®-certified financial advisor with 27 years of industry experience. He is the founder and managing member of Gatehill Financial Consulting, LLC in Charlotte, NC. His prior experience includes roles at The Leaders Group Inc, Principal Securities Inc., Northwestern Mutual, and Citigroup Global Markets. Gatehill Financial Consulting provides financial planning, portfolio management, and insurance and annuity recommendations primarily to individuals, families, professionals, and small business owners, focusing on retirement planning and related areas. The firm emphasizes a written financial plan and Investment Policy Statement, implementing portfolios mainly with U.S.-listed equities, government bonds, mutual funds, and ETFs.
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