Chef for 25 years and makes his own cured meat & cheeses
Went to the Culinary Institute of America
American & World History buff
Loves listening to music
Managing Vice President of Trilogy’s Irvine Office
Will video conference with clients to make it easier
Jim has spent his entire multi-faceted professional career focused on client experience. After 25 years in the hospitality industry as a Chef, Jim chose to transition into the financial industry in 2001 due to a desire to serve people on a grander scale. Partnering with Trilogy early in his financial career made sense when he realized their client-centric philosophy matched his own. To this day, he continues to focus on the client experience, working and coaching his clients to make the right decisions that pave the way to their financial independence.
Jim works with Baby Boomers (those born between 1946 and 1964) who are either retired or nearing retirement. Jim serves those that have been diligent savers and have a nest egg of at least $500,000. Jim can answer questions such as:
If you have these or other questions/concerns that keep you up at night, please contact Jim for your no-cost 15-minute introductory phone consultation.
Now with nearly two decades of experience, Jim is a Registered Principal affiliated with LPL Financial with which he holds Series 6, 7, 24, 51, and 63 registrations. He holds the Series 65 registration with Trilogy Capital and also holds a Life and Health Agent License. Jim is also a part of Dave Ramsey’s SmartVestor Program for financial planning and investing.
*The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Trilogy or LPL Financial.
Preparation for retirement is extremely important, and it extends well beyond finances. That’s why you need to work on your retirement compatibility with your partner way before you stop working.
When selecting a Financial Advisor, it’s important to know they will be looking out for you and the money you worked hard for all your life. Not all financial advisors are the same. When considering a financial advisor to partner with, it’s important to know if they are fiduciaries, meaning they will be ethically obligated to work in your best interests to help you reach your goals.
In addition to awareness, you need action. You need focused, decisive and immediate action to see change and to get yourself back on the road to financial independence.
FIRE (Financial Independence, Retire Early) is trending as a new financial lifestyle. FIRE promotes extreme savings in your 20s, 30s and 40s, with the goal of being able to live off passive income from the accumulated nest egg much earlier than typical retirement age.
Financial Life Planning is about actually starting — taking a few good steps in the right direction and then taking a few more.
Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.