Rodney James,
CFP®, CTFA, EA

Client Advisor

Rodney began his career in 2008 as a Paraplanner with APPS Financial Group, Inc., an independent retirement planning firm. He joined Kanaly in 2012 and brings over six years of experience in Executive Compensation and Stewardship, with a focus on working locally to serve global families. Prior to Kanaly, Rodney joined Bernstein Global Wealth Management in 2010 as a Private Client Associate. He is a member of the Houston Estate and Financial Forum (HEFF), volunteers for Caring Aggie Mentor Program (CAMP) and for Houston’s First Baptist Church. Rodney is a native Houstonian and has also been active in several community development projects around the city. He received his Bachelor of Arts degree in Communication, with a minor in Spanish, from Texas A&M University. He has completed the Texas Regional Trust School at Southern Methodist University.

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