James J. Palys, CFP®, QKA®
Wealth Advisor
About James
James serves as a Wealth Advisor for RKL Private Wealth. With a focus on long-lasting relationships centered on trust, education and communication, James offers his clients sophisticated investment and wealth management advice and implements strategies to achieve their unique financial and personal goals. Working with clients in all stages of life, James prioritizes helping clients attain peace of mind through an understanding of their entire financial picture.
Investment advisory services offered through RKL Wealth Management LLC. Consulting and tax services offered through RKL LLP. RKL Wealth Management LLC is a subsidiary of RKL LLP.
Education
B.B.A. Finance, Wilkes University
Professional & Business History
James joined the firm in 2018 as an Analyst with a focus on investments and employer-sponsored retirement plans. Following the attainment of his CFP® designation, James transitioned to working with individuals and families as a Wealth Advisor.
Professional Designations
- Certified Financial Planner (CFP®) – Certificate from the Certified Financial Planning Board of Standards
- Qualified 401 (k) Administrator (QKA®) – American Society of Pension Professionals & Actuaries (ASPPA)
- Lancaster Estate Planning Council
Personal
James resides in Lancaster, PA with his wife Rylee and their English Bulldog Winston. James enjoys spending time outdoors, playing golf, and traveling.