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Proactive Planning

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  3. Our Team

Our Team

James G. Wale

949-364-2602 Ex102
jw@waleag.com

President and Founding Principal of Wale Advisory Group, James has over 30 years of experience in the financial services industry. 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 his clients 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 relationships that have lasted over 20 years with his clients.

James sponsors educational seminars open to the public. Topics include: IRA's the IOU to the IRS, 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.

He’s passionate about scuba diving around the world, having early morning walks with his wife at the beach over a cup of coffee, BBQ’s with friends and family, participating in his children daily life, sports and hobbies and mountain biking with his kids.

Jennifer Garcia

949-364-2602 Ex101
jenniferh@waleag.com

Jennifer Garcia has worked with Wale Advisory Group for over 18 years, and has been insurance licensed for over 16 years. Jennifer manages our group clients and is part of our group 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 group clients. Jennifer is a graduate of California State University of Long Beach, with a Bachelor's Degree in Communication Studies. In her spare time Jennifer runs a photography business. She resides in Orange County.

Christine Wale

VP of Operations

949-364-2602 x103
christine@waleag.com

Christine Wale is the VP of Operations at Wale Advisory Group and is insurance licensed. Previously, she worked in sales, training, and sales management for 15 years with Paychex, a Fortune 500 company providing payroll, human resource, and benefits outsourcing solutions for small- to medium-sized businesses. She also was employed at San Diego Business Journal where she worked in marketing and advertising. Christine is a graduate of San Diego State University with a Bachelor of Science in Business. In her spare time, Christine loves spending time with her husband and 4 children. She loves the beach, running, skiing, reading, and listening to a wide genre of music. She and her family share a passion for Christian values.

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5860 Owens Ave. Suite 230
Carlsbad, California
92008 United States

  •  Tel: 949-364-2602
  •  Toll Free: 888-424-0071
  •  Fax: 949-361-9493
  •  jw@waleag.com

 

Wale Advisory Group nor any of their agents or representatives give tax, legal or investment advice. Legal advice is provided by board-certified estate planning attorneys.  Investment advice is provided by a Certified Financial Planner, which is one of our advisory partners. The information here is a summary of our understanding of current tax laws as they relate to insurance products. Please consult a qualified advisor for these matters.

Our advisor's partners have no affiliation with Wale Advisory Group.

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