Experience
James began his career as a Financial Advisor more than 25 years ago at a small boutique practice in Laguna Hills. As his practice grew, his client base became more diversified across the full spectrum of investment goals. Many of his clients sought investment strategies designed to be more conservative and provide long-term growth through ownership of quality companies, while others were seeking investments with reduced risk and steady income. Over time, his practice evolved from the traditional transactional brokerage model, moving toward an advisory model and portfolio management, which he designs specifically to fit his clients’ needs.
Now, as a Managing Director, Senior PIM® Portfolio Manager at Millennium Private Wealth, James runs a series of discretionary portfolios that are designed to meet the investment needs of his sophisticated, high-net-worth clients. His investment philosophy is rooted in the fundamental principle of asset management.
CA Insurance License 0D63215, Resident State CA.
The PIM program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the Wells Fargo Advisors Financial Network advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.
