Jim entered the financial services industry in 1991. He has worked with his clients over the years to create customized retirement income planning solutions. Jim holds a degree from California State University, Sacramento in Business Administration with specialties in Finance and Financial Planning. Jim is a consummate professional with a wealth of knowledge and a keen eye for attention to detail. He holds Finra series 7, NASSA series 66 & 63 Securities Licenses, and CA Insurance License # 08212459. In his spare time, Jim enjoys traveling, attending various meet-up group functions, working out and following a healthy lifestyle.
SPECIALIZING IN: Retirement Plans for Small Business, Teachers and 401(k) Rollovers.
BRANCH OFFICE: 1110 Iron Point Road, Suite 160, Folsom, CA 95630