An independent financial advisor in Costa Mesa, California, James (Jim) Peters leads a full-service financial consultancy. He combines an extensive knowledge of risk-averse portfolio strategies with an authentic interest in enabling people to achieve comfortable retirements and financial independence. Working with individuals, families, and businesses, James Peters has a goal-based approach that features flexibility and adapting to clients’ ever-changing needs.
Mr. Peters maintains Chartered Financial Consultant and Chartered Life Underwriter certifications. He emphasizes the importance of a proactive planning strategy that incorporates insurance holdings. He also assists clients in minimizing taxes, saving for post-secondary education, and ensuring that loved ones and heirs receive intended benefits. The end result is long-term, trust-based client relationships that help to weather market ups and downs and generate consistent results.
James Peters holds a marketing degree from Biola University and has earned advisor accolades such as the Leader's Conference Award and Million Dollar Round Table Award.