James Keddie began his financial planning career in 2007 while he was finishing his senior year at the University of Buffalo. In 2011, he joined The BlackOak Group. James holds one of the most coveted industry designations; the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional certification. As a believer in continual professional development, he also earned a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania.
During his tenure with the company, James has been a multi-year Million Dollar Round Table (MDRT) qualifier. The MDTR was founded in 1927 and is The Premier Association of Financial Professionals®. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business.
James is an active firefighter and EMS and currently serves on the board as President and CEO of the East Amherst Fire Department.
National Leaders Corps
The BlackOak Group, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.
CFP® and CERTIFIED FINANCIAL PLANNER ™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional’s (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors’ affiliate, Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact Equitable firstname.lastname@example.org. Complaints about an Equitable Advisors FP should be directed to email@example.com.
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