James Pierlioni, CFP®

James Pierlioni, CFP®

Paraplanner, LPL Financial

In his role as Financial Planner at LPL Financial, James supports Kristin Afelumo where he assists in developing and executing comprehensive financial plans. As a member of the LPL Paraplanning Services team, James partners with advisors to deliver financial planning support by providing detailed data analysis and cultivating planning strategies to assist clients in reaching their financial goals. LPL’s Paraplanning Solutions group is not affiliated with HerPlanning®.

James’ financial services career began in 2019 where he worked at RightCapital in both a sales and advisor support capacity before joining LPL Financial in 2022. James received his Bachelor of Sciences in Business Administration with a concentration in Finance from Southern Connecticut State University and also studied at the Terry College of Business at the University of Georgia earning his Certificate in Financial Planning. He has been a CFP® practitioner since April of 2023. James continues his education at the American College of Financial Services where he recently attained the Chartered Special Needs Consultant (ChSNC®) certification.

James and his wife live in Southington, Connecticut where they have two daughters, Olive and Sloane. They enjoy spending time with their loved ones, a good bottle of wine, and keeping up with their children’s adventures in sports, theatre, and trumpet.

James Pierlioni is a part of the LPL Financial paraplanner services team and is not affiliated with HerPlanning.