James Rosenbloom is a Certified Financial Planner at Compass Capital Management LLC, where he has been dedicated to creating, implementing, and monitoring comprehensive financial plans for clients over the past five years. With nearly nine years of experience in financial services, including roles at Northwestern Mutual and TIAA-CREF, James brings a wealth of knowledge and a passion for helping individuals achieve financial security.
Driven by a desire to make a positive impact, James finds immense fulfillment in guiding his clients toward financial stability, empowering them to better serve their families and communities. His professional philosophy is rooted in thoughtful planning and preparation, inspired by the wisdom of Luke 14:28: “For which one of you, when he wants to build a tower, does not first sit down, and calculate the cost to see if he has enough to complete it?”
James holds dual Bachelor of Science degrees in Music (Cello Performance) and Business Administration and has earned the prestigious CFP designation. In addition to his financial expertise, James is an accomplished professional musician, performing both as a session and touring artist.
Beyond his career, James is deeply involved in his community. He serves on the Board of Directors for the Catholic Community Foundation, acts as Music Director at St. Philip Neri Catholic Church, and contributes to the Saint Louis IX Art Society. When he’s not working or volunteering, James enjoys hunting, fishing, and spending time with his two daughters.
Registered Branch Phone #504-837-7177