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James H
CFP®, Series 65, Series 63
Charlotte, NC
Gatehill Financial Consulting, LLC
James Hill is a CFP® professional with 27 years of industry experience, currently serving as the sole advisor and managing member of Gatehill Financial Consulting, LLC in Charlotte, NC. His prior roles include positions at The Leaders Group Inc., Principal Securities Inc., and Northwestern Mutual, among others. Gatehill Financial Consulting provides financial planning, portfolio management, and insurance and annuity recommendations to individuals, families, professionals, and small business owners, often focusing on clients planning for or transitioning into retirement. The firm emphasizes a written financial plan and an Investment Policy Statement, employing primarily U.S.-listed equities, government bonds, mutual funds, and ETFs in portfolio construction.
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