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James Sean McGettigan, CPA/PFS, CGMA, CFP®, MST – 2020 40 Under 40 Honoree


James Sean McGettigan, CPA/PFS, CGMA, CFP®, MST – 2020 40 Under 40 Honoree

Senior Manager of Financial Planning
Stoker Ostler Wealth Advisors, Inc., A part of the BMO Financial Group

Career highlights:

James has a passion for serving clients, working in collaborative team environments and supporting next generation initiatives. James has extensive experience with multi-generational tax planning impacting ultra-high net worth families, closely held businesses and executives. He works from a net worth, cash flow and debt planning perspective, as it interplays with clients’ compensation, single/restricted stock position, retirement and estate planning goals.

What are you doing to make a difference in the profession, your community, the world?

Found a non-profit: building on founders’ purpose, incubating their passion from start-up through qualified 501(c)3 non-profit organization allowing for additional community resources to provide meals and personal needs to a targeted area of homelessness in Phoenix, AZ.

  • I regularly speak or write, a few recent ones include:
  • Trust Overview & State Taxation of Trusts – 2019 Presentation
  • The Agile Career: The Intentional Pivot, The Power to Level Up and Live Well – 2019 Facilitation
  • Introduction to Estate Planning – 2019 Presentation
  • Retirement Asset & Investment Planning, Income and, Estate, Tax Considerations – 2019 Presentation
  • Collectively Serving our Country – IRS Commissioner Rettig’s Priorities – 2019 Publication
  • In Pursuit of Purpose, Saying Yes with Intention, Keeping FOMO In Check – 2018 Presentation

Favorite books/websites/podcasts/speakers:

  • Pivot (Book) and Jenny Blake, Google Talk
  • Think Like a Monk, Jay Shetty
  • Leaders Eat Last, Simon Sinek
  • Brené Brown: The Call to Courage, Netflix Documentary

See all of the 2020 “20 Under 40” honorees.