Financial planning tailored to your goals

Retirement isn’t just about the year you stop working, it's about you, your lifetime of hard work, your family and the lifestyle you want to preserve. Most important, it’s about feeling confident about the future – for many years to come. We believe retirement confidence begins with a plan.

Architect at drawing table

James Tenaglia, CFP, AWMA, CRPS

Account Vice President

Financial Advisor

Jim focuses on providing sophisticated wealth planning and investment management strategies to affluent individuals, families, nonprofit organizations and small business owners.  Jim began his career in the financial services industry in 2015 when he joined UBS in his fathers practice. Together, they guide clients through retirement planning, education funding, 401k management, liability management and insurance needs.

Prior to UBS he worked for Siemens Energy Inc. managing the construction and commissioning of power plants around the globe. He graduated from Massachusetts Maritime Academy with a B.S. in facilities engineering and earned a M.S. in Project Management from Northeastern University.

Outside the office, Jim has been active in a number of organizations in the community including the Cape Cod Chamber of Commerce as well as volunteering for Big Brother Big Sister of the Cape and Islands. Jim and his wife, Callie, a labor and delivery nurse live in Centerville with their two dogs. They enjoy fishing the waters of Cape Cod and traveling.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • IL
  • IN
  • KS
  • MA
  • MD
  • ME
  • MI
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OR
  • RI
  • SC
  • VA
  • VT
  • WA

Education

  • B.S. in Facilities Engineering, Massachusetts Maritime Academy
  • M.S. in Project Management, Northeastern University

Credentials

  • Accredited Wealth Management Advisor
  • Chartered Retirement Plans Specialist
  • CERTIFIED FINANCIAL PLANNER™
1471 Iyanough Road (Route 132)
Hyannis, MA 02601
  • (508) 362-1894

Email Me

James Tenaglia, CFP, AWMA, CRPS is also part of:
Tenaglia Gardiner Wealth Management Services

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Retirement planning

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Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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