Since 2009, Jim has been assisting clients and members seeking financial planning and wealth management. Working together, Jim helps his clients make sound financial decisions consistent with their comfort level, investment timeline, and goals. Jim will discuss your investment solution, how it addresses your concerns, how the solution benefits your financial plan, and any associated fees. By meeting with you periodically, Jim will work with you to keep your plan on track and on course for you to achieve your financial goals.
When Jim is not helping others with their financial plans, he enjoys an active lifestyle playing soccer, spending time outdoors, and tending to the wildlife in his backyard.
Jim earned his B.S. in Business Administration and International Business from California State University, Stanislaus.