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James F

CFP®, Series 63

Los Angeles, CA

CWM, LLC

James Fetters is a CFP® with 17 years of industry experience, currently serving at CWM, LLC and Blueprint Wealth Management since 2025. Prior to these roles, he spent nine years with Northwestern Mutual Wealth Management Company and affiliated entities. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm provides portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, utilizing model portfolios managed by an in-house Investment Committee and a combination of fundamental and technical analysis.

Wealth management Tax-loss harvesting Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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