About James
James has more than 30 years of experience in investment, tax, and financial planning. He manages day-to-day operations, including overseeing trading and reporting. Prior to joining Focus Partners Wealth, James served as co-founder and Wealth Advisor at Adero Partners.
James was previously served as vice president of a local registered investment advisory firm, providing tax and financial planning advice to clients.
Education
- Golden Gate University – master’s degree in finance
- California State University, Hayward – bachelor's degree
James has more than 30 years of experience in investment, tax, and financial planning. He manages day-to-day operations, including overseeing trading and reporting. Prior to joining Focus Partners Wealth, James served as co-founder and Wealth Advisor at Adero Partners.
James was previously served as vice president of a local registered investment advisory firm, providing tax and financial planning advice to clients.
Education
- Golden Gate University – master’s degree in finance
- California State University, Hayward – bachelor's degree