James joined the team in 2007. Prior to becoming a financial advisor, he spent seven years developing web based businesses and working as a family wealth manager in Berkeley. He provides investment planning and asset management strategies for institutions, trusts, endowments, corporate executives and high-net-worth families.

James graduated Summa Cum Laude from Dominican University of California with a Bachelor of Arts in Business Administration and a Concentration in International Business. He also earned his MBA in Global Strategic Management with a focus on sustainable development. While attending Dominican, James played on the Men’s basketball team in the California Pacific Conference. In 2009, he was asked to return to Dominican as an adjunct instructor in the business department. He currently teaches a course titled, “General Principles in Personal Finance.” In addition, James serves on the Alumni Board, where he focuses on career development by arranging internships.

Originally from San Diego, James has lived in the Bay Area for the past 12 years. He enjoys meeting entrepreneurs and clean tech professionals to learn more about their businesses. On the weekend, he can be found playing his guitar, snowboarding, cycling, trail running, scuba diving, golfing, and planning adventure photography. Like his two older brothers, James is an Eagle Scout who astounds his fiancé by tirelessly working on projects at their San Ramon home.

James is a passionate traveler. He has visited Argentina, Australia, Austria, The Bahamas, Barbados, Bolivia, Brazil, the British Virginia Islands, Canada, Chile, China, Costa Rica, Croatia, Cuba, Curacao, The Czech Republic, Denmark, Dominica, Egypt, Estonia, Fiji, Finland, France, Germany, Greece, Guatemala, Hong Kong, Hungary, India, Italy, Jamaica, Kenya, Liechtenstein, Malaysia, Malta, Mexico, The Netherlands, New Zealand, Nicaragua, Norway, Panama, Paraguay, Peru, Poland, Portugal, Russia, Singapore, Slovakia, Spain, Sweden, Switzerland, Tanzania, Thailand, Uruguay, the United Kingdom, the U.S. Virgin Islands, and Vatican City.