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Financial Coach

James A. Wyrostek

James A. Wyrostek brings over 50 years of seasoned expertise to his work as a Certified Financial Planner™ and board-certified life and business coach. Operating from a foundational biblical worldview, he provides objective, clear, and disciplined guidance to small business owners, professionals, and individuals. Based in Ocala, Florida, James serves his clients both locally and virtually across the country.

Professional Designations & Credentials

James has built a deeply rooted career in the financial and coaching sectors, backed by decades of active advisory-practice experience. His formal credentials include:

  • CFP® – Certified Financial Planner™

  • CLU – Chartered Life Underwriter

  • ChFC – Chartered Financial Consultant

  • AEP – Accredited Estate Planner

  • CMC – Certified Master Coach

  • Master Coach – Behavioral Institute

  • Board-Certified Life Coach – International Board of Christian Care (IBCC)

  • Former Enrolled Agent (IRS) – Maintained active status from 1974 to 1994, providing practical, long-term insight into tax structuring and business management.

Financial Planning & Coaching Experience

Recognizing that lasting stability requires both strategic planning and behavioral alignment, James combines his financial background with professional coaching. As a Business Coaching Specialist, he works directly with clients to improve operational performance, encourage personal responsibility, and create sustainable balance in both life and work.

A Fiduciary, Fee-Only Philosophy

James operates strictly as a fee-only professional. He is compensated solely by the people he serves. He does not sell financial products, receive commissions, manage investments for a percentage, or accept third-party incentives. This structure guarantees that every piece of advice he provides is entirely objective and aligned exclusively with the client’s best interests.

Author and Educator

Drawing on a half-century of real-world observation and practice, James is the author of “Please Give Me Success This Day” alongside a growing library of other published books. His writing offers readers practical frameworks for financial stewardship, purposeful business leadership, and intentional living grounded in Christian principles.

FAQ

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