Specialties
About Me
James specializes in cash flow and financial planning strategies.
With a background in engineering for astronomy research, optics, and space satellite electronics, James enjoys undertaking complex challenges to provide straightforward solutions. He designs strategies to increase financial efficiency through thorough analysis and strategic planning with trusts and investments. Bachelor’s degree from the University of Arizona.
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Interests & Hobbies
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Credentials
ChFC, CDFA
Chartered Designations
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Disclosures
Investment Advisory services are offered through Ethos Financial Group, LLC, an SEC Registered Investment Advisor. For additional information about Ethos Financial Group, LLC, please visit www.adviserinfo.sec.gov.