James Van Ham, CFP, CLU, ChFC of Van Ham and Tan Financial is a member of XPX Chicago

James J. Van Ham, CFP, CLU, ChFC

Owner

Naperville, Illinois

Professional Profile

Call Me When

Call Me When... You need an Independent Advisor who is a Certified Financial Planner and a proven "Tax Diversification Specialist" with over 40 years of experience with business owners and high net-worth individuals

Contact Method

Profession

  • Insurance
  • Wealth Planner
  • Professional Certifications

    Functional Expertise

  • Board of Directors (not for profit)
  • Cash management
  • Charitable giving
  • Compensation
  • Debt
  • ESOPs
  • Estate planning
  • Family business
  • Fiduciary
  • Investments
  • Philanthropy
  • Retirement
  • Risk management
  • Exit/Transition Planning
  • Business Focus

    Transition Planning Certification

    Client Industries

  • Agriculture/Mining
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Education
  • Energy/Utilities
  • Government
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Telecommunications
  • Transportation/Storage
  • Travel/Recreation/Leisure
  • Wholesale/Distribution
  • Client Results

    Membership

    Chicago Sponsor

    Member Since

    4 Year Member

    Sponsorship Type

    Premier Member

    Chapter Leadership Role

    Why I'm a Member of XPX

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