Conscious Millionaire Show 2177: James Luffman: It's Not What You Make, It's What You Keep
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James Luffman: It's Not What You Make, It's What You Keep
James Luffman is a Certified Public Accountant and a Personal Financial Specialist as designated by the American Institute of CPA's. He has been working for his Company for 35 years, starting as a staff accountant serving in various positions including Chief Investment Officer and then becoming the Majority owner of the company. The firm started out as a traditional CPA firm and then we started doing Financial Planning for our clients which led to Money Management. The firm manages over $2 billion today.
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