James Brewer, CFP®
Envision 401k Advisors
ENVISION WEALTH PLANNING
James Brewer is President of Envision Wealth Planning and Envision 401k Advisors. Envision Wealth Planning helps individuals and families build their financial life vision. His Envisioneering™ Financial Planning Process aligns client values, such as promoting sustainability, gender and racial equality with their personalized, financial plan. Envision 401k Advisors offers companies an outsourced Chief Retirement officer to help manage the risks of their retirement plan and the costs of employees that can’t retire. The Six Step Fiduciary Risk Management Process approach focuses on selecting providers and plan features that actively nudge employees toward their own adequate retirement savings.
James recognizes that demographic groups like professional women and affluent African Americans often have not had access to the financial information they need. To promote greater financial clarity and financial literacy James decided to produce his own wealth and 401(k) plan content, and be active on LinkedIn, Twitter and Facebook. Brightscope recognized him as one of The Top 100 Social Media Financial Advisors in the US. He is frequently interviewed on the syndicated television program, Business First with Angela Miles. He has been featured or cited in the Wall Street Journal, Forbes, US News and Think Advisor. He teaches financial professionals aspiring to be CERTIFIED FINANCIAL PLANNER™ professionals as an Adjunct Professor of Financial Planning for the College for Financial Planning. He is involved with various pro bono activities in Chicago as a member of the Financial Planning Association.
Mr. Brewer holds an MBA from the Massachusetts Institute of Technology (MIT). His professional designations include Chartered Retirement Planning CounselorSM (CRPC®), Accredited Investment Fiduciary® (AIF®) and Professional Plan Consultant™ (PPC™)