James became a financial advisor in 2018 after changing careers from the Medical Field. His early years in foster care and the life-changing experience of being adopted taught him firsthand how much stability and a solid foundation matter. Those lessons in resilience and the power of a second chance are at the heart of why he does this—he’s passionate about helping families and business owners create that same sense of security for themselves.
At home, his world revolves around his family. He and his wife are proud parents to their daughter, where you can often find them participating in various sports and activities like Taekwondo. They are self-proclaimed sushi enthusiasts, love a good movie night, and believe that the best evenings often involve playing games together. James also likes outdoor activities such as going on a hike in the Hills of Conejo Valley.
When you work with James, you’ll find he’s not just a numbers person. He’s a partner who genuinely cares about your dreams. He specializes in helping families and small business owners because he gets that your finances are about more than money—they’re about protecting your legacy. He’d love to build a plan that feels right for you, so you can focus on what you love most.