Keren James is a Financial Advisor at Charter Financial Group serving clients across the nation and from the firm’s Santa Fe office.
Keren brings a dedication to impactful client relationships and holistic financial planning, and an understanding that life and legacy planning look different for every individual. Keren’s commitment as a fiduciary, for her advisory clients, is exhibited both in her clear and consistent communication and collaboration with clients, and in her ongoing education to deepen and strengthen her competencies.
Keren serves clients ranging from UHNW entrepreneurial women and families with multigenerational wealth to artists and business owners, working to provide them with a clear and living financial plan that serves their unique legacy and is adaptable to life’s shifts and transitions.
Keren holds FINRA 6, 65, and 63 registrations through LPL Financial, and is licensed for Life and Annuities.
She lives in Santa Fe with her son, and spends her free time supporting arts organizations and volunteering for local non-profits.