James Kerr, CLU®, ChFC®

James Kerr joined Corporate Plans in 2025, bringing over 30 years experience as a Financial Advisor and in life insurance. James has held senior positions in insurance agencies, developing strong teams, and coaching financia professionals about fiduiary duty, commercial honor, and focusing in building relationships over chasing sales and transactions. He holds a BFA in Music Performance from SUNY Purchase and a Master of Music from the Julliard School. 

James lives in Carmel, NY, with his wife and dog.