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James Q
CFP®, Series 63, Series 65
Englewood, CO
Sequent Planning, LLC
James Quinn is a financial advisor at Sequent Planning, LLC with 36 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. Prior to joining Sequent Planning in 2024, he worked at Allstate Financial Advisors, LLC, Allstate Financial Services, LLC, and Allstate Insurance Co. from 2016 to 2024. Quinn is also an independent insurance agent with Senior Market Sales, focusing on insurance products and services. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits, offering asset management, financial planning, and a range of retirement services. The firm employs a structured risk framework and emphasizes diversified manager exposure, tax-aware guidance, and uses various platforms for investment and administrative support.
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