Jim has more than 25 years of experience as a wealth advisor. He works with business owners, families, and individuals to coordinate their financial needs and portfolios, helping them meet their personal and business goals. Through his technical expertise and management skills, Jim guides clients in making critical financial decisions. For those who are business owners, he offers financial insight to help their businesses run more efficiently. When it comes to financial planning, Jim helps clients integrate their personal and business investments, insurance, real estate holdings, philanthropic giving, as well as their income and estate taxes.
Jim is a CERTIFIED FINANCIAL PLANNER™ practitioner, Chartered Life Underwriter®, Chartered Financial Consultant®, and Certified Trust and Financial Advisor. He holds Series 6, 7, 24, 63, 65, and life insurance licenses. He is an active member of the Manhattan Beach community and supports various educational initiatives and causes throughout the community, including the Manhattan Beach Education Foundation.