James Zervas

James’ interest in financial services is deep-rooted, beginning with his father’s lessons about hard work and frugality. The story of his father’s journey to the United States as a Greek immigrant and his relentless pursuit of a better life for his family instilled in James the importance of growing and preserving wealth to provide financial security to those we love.

As an experienced financial advisor, James is dedicated to safeguarding his clients’ hard-earned wealth. Clients appreciate James’ meticulous attention to detail. With a passion for education and a commitment to fostering financial security, he helps ensure that every client interaction leaves them feeling empowered and secure to make informed financial decisions.

James grew up in Bellevue, Washington, and earned his Bachelor of Science degree from California Polytechnic State University. Outside the office, James cherishes his close-knit family and regularly spends time with his parents, Chris and Helen, and older brother Thomas. He is also a car enthusiast who restores vintage automobiles. When he isn’t studying up on the latest topics in the world of finance or working in his shop, he loves to travel throughout the Pacific Northwest and visit its beautiful islands.

I am licensed and registered to offer products and services in WA. Licenses and registrations will vary. Domiciled in WA.

Check the background of this investment professional on FINRA’s BrokerCheck