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.