James Keddie, CFP®
James Keddie began his financial planning career with AXA 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 AXA, 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
Office: (716) 626-2549
Alyssa Cooper, Executive Assistant
Office: (716) 276-7632
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.