James Liaw, CF2

About James Liaw

I started my career climbing the corporate ladder for a large retail company while in high school @ Col. Zadok Magruder HS in Rockville, Maryland. I worked in retail management while attending the University of Maryland- College Park, & Montgomery College - Rockville; ultimately becoming the corporate inventory manager for the DC Metro region while earning a B.A. in Criminal Justice. 
 
A change in company ownership forced a career change, where our family's financial advisor at the time mentioned that I had experience dealing with corporate retail $$$ and was great working and listening to customer wants/needs, so why not give it a shot helping retail clients with theirs?
 
I have been in the industry now since 2000 (Olde Discount, H&R Block Financial Advisors, and Ameriprise Financial Services), and still enjoy helping clients with their investments!  My current home is Woodchurch Wealth Management LLC. and am a registered rep with LPL Financial Inc, the largest independent broker-dealer!
 
I hold a Series 6, 63, 65, 7 & Securities licensed in Colorado, Delaware, Florida, Illinois, Indiana, Maryland, New York, North Carolina, South Carolina, Texas, and Virginia.
 
My office is in Rockville, Maryland where I have lived since 1974.  
 
How can I help you achieve your goals/dreams?
 
www.woodchurchwealthmanagement.com