James (Jim) is responsible for counseling clients with their wealth management decisions, particularly in the area of investments. Prior to joining Beacon Pointe Wealth Advisors, Jim worked in Wells Fargo Advisor’s Private Client Group, marketing the firm’s wealth management services to new clients and enhancing existing client relationships. Jim is a Managing Director with Beacon Pointe, working out of both the Orange County and Inland Empire offices. Jim earned his MBA from Chapman University Argyros School of Business and Economics, and his Bachelor’s Degree from the Annenberg School of Communication at the University of Southern California. He serves on the advisory board for Big Brothers Big Sisters-Inland Empire and also is a member of both the Endowment Council Chapman University and Leaders, Executives, and Directors; Advancing Philanthropy (LEAD-OC). Outside of work, Jim enjoys traveling, playing golf and spending time with his wife and 2 children.
Beacon Pointe Wealth Advisors