CFP®, AWMA®
Financial Advisor / Member Owner
I enjoy helping people begin to focus and prioritize their financial goals. What I like most about my job is helping people start the process of feeling confident about their financial future.
James Haygood is a financial advisor in Savant’s Middleton, Wisconsin, office, where he serves clients on the University Wealth Management team with a focus on comprehensive financial planning. He’s been involved in the financial services industry since 2010.
James guides clients through key areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax strategies, retirement cash flow projections, retirement income planning, insurance needs analysis, debt management, and education funding. He offers clear, personalized strategies that help individuals and families make informed financial decisions.
Before joining Savant, James built a foundation in real estate management, which informs his practical, goal-oriented approach to planning. He is a CERTIFIED FINANCIAL PLANNER® professional and an Accredited Wealth Management Advisor® (AWMA®).
James supports bilingual education and Spanish immersion programs for young children in the Madison area, reflecting his commitment to community engagement and access to education.
He earned a bachelor’s degree in journalism, with an emphasis on advertising and a minor in business management, from the University of Wisconsin-Whitewater.
James enjoys fishing, following Wisconsin Badgers football, and spending time with his family in northern Wisconsin. He also appreciates travel, exploring new cuisines, and visiting family in Peru.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.