James Schlag

Wealth Management Advisor - Roseland

About James

With more than 15 years of experience in the financial services industry, I am a Wealth Management Advisor at TIAA. I am also a Chartered Financial Analyst (CFA®) charterholder.
I enjoy getting to know my clients from multiple meetings with them, understanding what is important to each individual, and helping them develop and implement a financial plan that is tailored to their priorities and goals. While some core financial planning concepts are universal, I believe that each client I meet with has a unique set of circumstances they entrust to me, which allows me to customize their plan accordingly. I have a special connection with TIAA, as my mother worked with the company before I was born and had taken me to her former office to introduce me to her coworkers.
I focus on helping busy individuals with tax-efficient income planning, disciplined asset allocation and coordinated planning through a comprehensive plan.
I received my Bachelor of Science in Finance from Manhattan College. I then went on to complete my MBA at Pace University with dual concentrations in financial economics and portfolio management

About TIAA Financial Services

For more than 100 years, TIAA has been dedicated to the needs of those who work in the academic, medical, cultural and research fields. Our roots differentiate us from our competitors, and we are proud to continue this tradition by serving those who serve others. Backed by a team of specialists, we work with clients to help build long-term financial plans aligned to their needs, wants and wishes.

Our advisors in TIAA’s Washington, D.C. office are available to help clients achieve their financial goals by planning for lifelong income, saving for retirement, and making smart investment decisions. TIAA advisors are available by appointment to help provide lifelong financial well-being for our clients. Call today to schedule an appointment (844) 567-9087.

Our advisors in TIAA’s Seattle, WA office are available to help clients achieve their financial goals by planning for lifelong income, saving for retirement, and making smart investment decisions. TIAA advisors are available by appointment to help provide lifelong financial well-being for our clients. Call today to schedule an appointment (866) 549-1154.

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