James G. Wale
President and Founding Principal of Wale Advisory Group, James has over 23 years of experience in the financial services industry and holds multiple licenses and designations. He continues his knowledge base by attending several advanced planning industry meetings held each year. Throughout his career, James has received top awards in the financial and insurance industries. He has also been named in the top one percent of financial advisors around the globe by the M.D.R.T., “The Premier International Association of Financial Professionals.”
James believes that the essence of sound financial and investment planning is in building long-term, client-centered relationships. Through a sincere interest in getting to know them and listening to their specific needs and goals, he is dedicated to providing personal attention and foreseeing a life-long relationship to help his clients improve the quality of their lives. The result is a commitment to personalized service, communication and a relationship that will last for years to come.
James educates area investors by holding educational seminars open to the public. Topics include: taking money from IRA's tax-free, stopping the unfair taxation on your Social Security income, how to get Long Term Care protection without paying annual premiums, safe investment alternatives, protecting yourself from market losses and much more.
James resides in Orange County with his wife and four children.
Jennifer Hrycyk has worked with Wale Advisory Group for over 10 years, and has been insurance licensed for 12 years. Jennifer manages our office and is part of our case design team. She has a solid understanding of our client's needs and goals, so she too can offer the most personalized service to each one of our valuable clients. Jennifer is a gradute of California State University of Long Beach, with a bachelor's degree in Communication Studies. She resides in Orange County with her husband and their bassest hound.