What started as a curiosity about personal finance in college became a dream career once James saw what good financial planning does for people: it reduces anxiety, brings clarity, and helps families make confident decisions about the things that matter most.
He earned a bachelor's degree in Accounting with a minor in Financial Planning, then spent two years as an Associate Advisor at Earned Wealth, working alongside clients navigating some of the biggest financial transitions of their lives — retirement planning, estate decisions, and everything in between.
James holds a Series 7, Series 63 wih LPL Financial, and Series 65 with Golden State Wealth Management. What he brings to every client relationship is a genuine interest in their life, their goals, and their confidence — not just their portfolio.
Outside of work, James is usually on a mountain bike or planning the next trip with his wife. In the summer of 2025, the two of them rode a tandem bike the entire length of the Pacific Coast — from the Canadian border to Mexico. If you want to get him talking, ask him about that trip.