James (Jamie) Twining is the CEO and founder of Financial Plan, Inc., and a CERTIFIED FINANCIAL PLANNER (TM) Practitioner who works with an exclusive high net worth client base. Jamie has a niche advising BP Cherry Point refinery employees.
Jamie is the President of the Board at the Mount Baker Theatre and a member of the Whatcom Business Alliance. A graduate of the University of Southern California and a devoted husband, father, and grandfather, Jamie enjoys spending time with his family, leading the choir at Sacred Heart Church, and any water sport that begins with an “s”: swimming, surfing, sailing, scuba diving, snorkeling, stand-up paddle boarding, and salmon fishing.
On a warm summer’s evening, you can’t reach him on his cell phone. If you have an emergency, you will have to grab a paddleboard and paddle to the middle of Lake Whatcom to find him.
Contact James
- How Inflation Affects Asset Values - July 28, 2022
- Advice Regarding the Washington State Long Term Care Law - June 23, 2021
- Should I Manage My Own Investment Portfolio? | The Abysmal Record of DIY Investor Cash Flows - January 15, 2021