James E. Bogart, CFP®, ChFC,

CEO & Founder at Bogart Wealth

Speaker

James Bogart, Founder and CEO of Bogart Wealth, is a trailblazing leader with an unstoppable drive to help clients turn their financial dreams into reality. James has earned top honors across the financial planning profession, including being named a 2025 Top Financial Advisor by InvestmentNews, being named to Barron’s 2024 Top 100 Independent Financial Advisors, and being named to Forbes’ list of Best-In-State Wealth Advisors, coming in at #4 in the state of Virginia and #1 overall in the list of top next-gen wealth advisors in Virginia.

Beyond the accolades, James is a thought leader reshaping the profession, offering deep insights on personal finance topics and industry expertise alike. His thought leadership has been featured in major financial publications such as Barron’s, Yahoo! Finance, WealthManagement.com, InvestmentNews, Financial Planning, and more.