RMR Wealth Builders, Inc. is excited to announce that James Bremis, CFP®, CPWA®, AIF®, CPFA™ has joined the firm as a Wealth Advisor, bringing with him over a decade of experience guiding individuals and families toward financial clarity and confidence.
With a planning-first approach, James focuses on helping clients answer two essential questions: Will I make it? and Do I have any financial blind spots? His philosophy blends technical expertise with a deep sense of responsibility and care, ensuring that every client relationship is built on trust, clarity, and meaningful outcomes.
James is a CERTIFIED FINANCIAL PLANNER™ professional and also holds the CPWA®, AIF®, and CPFA™ designations. He has been featured in CBS MoneyWatch and Financial Planning Magazine. He has also completed advanced training in Wealth Management Theory & Practice through the Yale School of Management Executive Education Program, as well as specialized coursework in ESG Investing for 401(k) Plan Advisors.
Beyond his professional accomplishments, James is passionate about mentorship and community impact. He is actively involved with Big Brothers Big Sisters of New York City, serving on the Executive Board of the Young Professionals Committee, mentoring youth, and leading college interview workshops to help students prepare for their futures.
James recently relocated with his wife, young son, and family dog to Odessa, Florida. They enjoy exploring new restaurants, traveling, cycling, golfing, and training in Brazilian jiu-jitsu.
“We’re thrilled to expand our presence in Tampa and confident that James will be a key driver of that growth,” said Tyler F. Whitehouse, Managing Director of Personal Wealth. “James brings strong leadership and a commitment to excellence that fits well with RMR Wealth’s high-touch, high-service model.”
Please join us in welcoming James to the RMR Wealth team.
📧 Contact James directly at jbremis@rmrwealth.com
📞 Phone: (781) 775-2582
🌐 Learn more about James, click to visit his bio.
