James Comblo

Quote: “Leadership is not power, it is a responsibility.”

As a partner of Prosperity Capital Advisors, my efforts are focused on helping shape the vision for the future of our firm. I specialize in modern financial planning, championing a holistic approach that integrates investments, taxes, estate planning, and protection strategies.

My day-to-day responsibilities include building and maintaining our Tactical Portfolios and reviewing client accounts to make sure they are in line with each client’s specific set of goals and needs. Along those lines, I spearhead research and development initiatives focused on improving client outcomes, operational efficiency, and the overall client experience.

In my personal life, family is most important to me. In 2017, I married the love of my life, Marina, and we welcomed three beautiful daughters: Gabby, Lia, and Scarlett. I am also a sports fanatic and have been characterized as a voracious reader (I read around 30 books a year).

My greatest passion is helping others become the best possible version of themselves. I’ve made it a priority to contribute to financial literacy for young women, something that came from my life’s experience. As a financial planner and father of three daughters, I’ve seen firsthand how many women feel underprepared or lack confidence when it comes to handling their personal finances.

Working with women specifically, no matter what stage of life they are in, has been one of the most fulfilling aspects of my work. Empowering women gives me a sense of purpose that extends beyond day-to-day business.