Jim has been in the financial services industry for over twenty years. He specializes in helping business owners and individuals accumulate and protect their wealth through comprehensive investment, retirement, estate, and business planning strategies.
Jim maintains a commitment to continuing education in the areas of financial products, tax laws, and advanced strategies. In addition to being life insurance licensed, Jim has earned multiple securities registrations including the Series 6, 63, and 7. He is a Registered Representative and an Investment Advisor Representative with Cetera Advisor Networks LLC, member FINRA/SIPC.
In addition to a good game of golf, Jim enjoys giving back to the community. He is involved in Tax & Financial Group’s annual “We Care” golf tournament which benefits the Make a Wish Foundation’s of Orange County and the Inland Empire by raising close to $100,000 each year for terminally ill children. Jim resides in Huntington Beach, California.