

James has twenty-two years' experience in investment, tax, and financial planning.
He previously served as vice president of a local registered investment advisory firm. While there, he spent six years as a portfolio manager providing tax and financial planning advice to clients. He is licensed to provide investment advisory services in the State of California.
James is also a Certified Public Accountant (CPA) and PFS (Personal Financial Specialist). He spent seven years at PricewaterhouseCoopers (PwC) in their Personal Financial Services practice where he provided clients with financial planning, investment management, tax and estate planning. James was instrumental in the startup of Asset Management Consulting, the division of PwC that provided investment advisory services exclusively to the firm's clients.
James is a graduate of California State University, Hayward. He also has a master's degree in finance from Golden Gate University.