James Robertson is a ChFC® with 35 years of experience in financial services. He is principal at Wealth Planning Systems, LLC and has held roles at Innovation Partners, LLC and Combined Benefits Corp. In addition to his financial career, he serves as a chair umpire and roving official for the United States Tennis Association Northern Section. Wealth Planning Systems serves individual and high-net-worth clients with personalized financial planning and investment management, primarily on a non-discretionary basis. The firm integrates fundamental, technical, and cyclical analysis methods and offers comprehensive planning across multiple financial areas.

William Robertson is a financial advisor at Wealth Planning Systems, LLC in Bloomington, MN, holding the ChFC® designation and Series 63 license with 12 years of industry experience. He has been involved with Wealth Planning Systems since 2010 and also operates Combined Benefits Corp, an independent insurance agency, where he has worked since 1983. Wealth Planning Systems serves individual and high-net-worth clients with personalized financial planning and investment management, primarily providing non-discretionary asset management alongside comprehensive planning in areas such as cash flow, tax, insurance, retirement, and estate matters.