James Tissot, CFP®, is the President and founder of Prism Planning, Inc.; a fee-only Registered Investment Advisor located in New York, New York. In addition to his practice, he is an editor and instructor for Keir Educational Resources, a publisher of financial education materials. In that position he writes materials for as well as teaches live reviews for the CFP® Certification Examination. He has edited books on financial calculators and writes and edits materials for all FINRA Series exams. These activities keep him current of all regulatory and tax changes.

Mr. Tissot pursued his Bachelor's degree at the University of Michigan where he majored in Psychology and Philosophy. In the late 1980's James started attending seminars on financial planning for the disabled and terminally ill. After performing pro bono work for several years, he gained his Certificate of Financial Planning through New York University while simultaneously taking further financial courses at SUNY. He has served as the Chair of the FPANY Board of Directors, the CLRC for the National FPA; a liaison committee between the National Board and chapters leaders and was recently elected to serve a three year term on the National Financial Planning Association Board of Directors.