James Tissot, CFP®

James Tissot is a CFP® (Certified Financial Planner) and Founder of Prism Planning, Inc. located in Midtown Manhattan and The Hudson Valley. In addition, Mr. Tissot has successfully completed his Series 7, Series 63 examinations and has obtained his NYS license for life and health insurance.

Mr. Tissot pursued his Bachelor’s degree at the University of Michigan where he majored in Psychology and Philosophy. In the late 1980’s, James started attending seminars on financial planning for the disabled and terminally ill. After performing pro bono work within the HIV/AIDS community for 5 years, he went back to school to gain the formal education to become a Certified Financial Planner. Mr. Tissot gained his Certificate of Financial Planning through New York University while simultaneously taking further financial courses at SUNY.

As Director of Career Development on the Board of the FPA-NY, he initiated a “CFP® Education Program,” providing a resource center and supplemental exam preparation to the chapter’s CFP® candidates beginning his association with Keir Educational Resources. In addition to his work with Keir, he teaches privately. He frequently conducts seminars on non-traditional family planning and writes a bi-monthly column for “Inside Out” a Hudson Valley magazine. He has been quoted in several major publications and has appeared on a variety of talk shows as an expert on the subject.