James Bortak, CFP^®

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James Bortak is a dedicated and experienced financial professional with Riverfront Wealth Management. He has served clients for over 32 years and has built a strong foundation based on professionalism and a genuine passion for his work, James is committed to helping his clients achieve clarity and confidence in their financial lives. As the son of a steelworker, he embodies a strong work ethic and dedication, ensuring that his clients never feel like an afterthought under his guidance.

James holds the CERTIFIED FINANCIAL PLANNER^® certification, a credential that underscores his commitment to detailed and strategic wealth planning. Leveraging his 30 plus years of experience, he integrates this knowledge into a comprehensive suite of services, including investment planning, tax-efficient strategies, estate planning strategies, retirement planning and college funding. The CFP® certification highlights his dedication to providing clients with tailored financial solutions that align with their unique goals and needs. His approach is holistic, focusing on complex wealth management while emphasizing the importance of personalized service and a deep passion for helping others. His clients benefit from his vast experience and enjoy a relationship built on mutual respect and shared goals.

James earned his bachelor's degree in accounting from the University of Alabama, where he also played baseball. He began his career in budgeting and forecasting with Wachovia Bank, a predecessor of Wells Fargo Advisors, and has gone on to become a dedicated financial advisor helping clients build wealth, realize their goals and live their life focused on what truly matters to them.

Outside of his professional life, James is deeply involved with his family and community in Buford, Georgia. He enjoys traveling, golf, and community service. He has been married to his wife, Brandy, for 30 years, and together they have raised three children. James is higlly involved and serves on the board of Exceptional Futures, an organization dedicated to providing enrichment programs for young adults with disabilities. He is also active with Habitat for Humanity in Gainesville, GA. His commitment to his family and community further highlights his dedication to making a positive impact and enriching the the lives of others.