James serves as a Wealth Manager, working directly with clients to address all aspects of a balanced and healthy financial lifestyle. Specializing in investment management, retirement planning, estate planning, tax planning, risk management, and executive compensation, James and his team cover the entire scope of professional wealth management.
With experience in tax, banking, investments and financial planning, James offers his clients a truly unique perspective and understanding of financial decision making. Prior to joining Creative Planning, James worked as a Regional Financial Planner at a global wealth management firm in Newport Beach, California. James was involved in coaching and educating advisory teams, financial plan creation and execution, and investment management.
James received his bachelor’s degree in Business Administration from California State University, Fullerton. He is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards and an ACCREDITED WEALTH MANAGEMENT ADVISOR℠.
James and his wife Janelle have two boys – Ethan and Daniel. In his spare time, James enjoys golfing, watching his sons play soccer, and serving in his local community and church.
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