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Philadelphia Estate Planning Council

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James Owens

Fortune Financial Planning

 

Member profile details

First name
James
Last name
Owens
Suffix/Designations
CFA, CEPA
Organization
Fortune Financial Planning
 

Additional Membership Information

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Primary Discipline
Financial Planning
Secondary Discipline(s)
  • Charitable Planned Giving
  • Financial Planning
  • Investments
  • Valuation/Appraisal

Philadelphia Estate Planning Council 
P.O. Box 579
Moorestown, NJ 08057-0579

Phone: (215) 486-6215
Fax: (856) 727-9504
Email: staff@philaepc.org

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