With nearly two decades of experience as a Certified Financial Planner (CFP ®) Wealth Advisor, Jim is proud to bring his expertise to SteelPeak Wealth, where he specializes in serving high net worth individuals. Having worked for two major Wall Street firms, he has gained invaluable insights into the financial industry and uses his knowledge to provide exceptional service and advice to his clients.

Jim began his career in finance in 2004 at Morgan Stanley, where he quickly rose through the ranks to become a First Vice President in under five years. He continued to build on this success, and in 2010, he joined Wells Fargo Advisors as a Senior Vice President. In 2017 he joined an independent RIA named Signature Estate & Investment Advisors. This has allowed Jim to provide even more personalized service to his clients and to help them achieve their financial goals with greater flexibility and independence.

Jim holds a Bachelor of Science degree in Biology from UC Santa Cruz and earned his CFP® designation in 2007. His expertise in financial planning, portfolio management, and risk assessment has helped countless high net worth individuals achieve their financial objectives and secure their financial future.

In his personal life, Jim is a devoted family man who has raised four incredible children. He takes great pride in their academic and athletic achievements and enjoys supporting them in their various activities on the weekends. As a passionate surfer, Jim believes in the importance of staying physically and mentally healthy, and he finds that spending time in the ocean is one of the best ways to do so.

Overall, Jim’s career in finance and his personal passions have taught him the value of hard work, dedication, and balance. He is committed to providing his clients with the knowledge and guidance they need to make informed financial decisions and to achieve their financial goals.