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As an Investment Advisor Representative, James acts as a resource, guiding his clients in making the right financial decisions for their future. Working collaboratively, he guides them in determining and clarifying their financial goals, establishes their financial position, and identifies areas of opportunity. He helps them protect what is important to them with insurance strategies, save and invest for their future, and offers advice to help them make financial decisions with confidence.
“Whether you’re just starting out, growing your family, getting ready for retirement, or looking for a way to protect all that you’ve worked for, I can help you find the right solutions to make the most of today, tomorrow, and the years to come.“
•Licensed to sell Life, Accident, and Health Insurance
•Holds the Series 7 and 66 Securities Licenses
•Graduated from California Polytechnic State Univesity with a degree in Microbiology
•Currently resides in Bellevue Washington with his two dogs, Banana and Tolai.
•In his spare time, he enjoys collecting and restoring cars
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