James Gallagher has nearly a decade of experience in the wealth management industry. His gift for finance, mathematics, engineering, and a passion to help others achieve their retirement goals was the foundation for opening Waterstone Financial. His innovative, intellectual and intuitive approach has made him a top producer in the industry.
James graduated at the top of his class from the University of Western Ontario and went on to become a Director of Engineering at General Motors. Applying many of the same engineering principles to financial services, James strives to Design, Build and Test retirement plans with precision and thoughtfulness.
James and his wife Amy, a native of Southwest Florida, have been married for over 30 years and have two wonderful adult children, Jeremy and Abby. James believes in working hard and playing hard and particularly enjoys sailing, cycling, recording music in his home and spending time with family and friends.
Read more about James in The Retirement Engineer Story.