JAMES FULLENKAMP

As the financial steward for families and individuals, I believe it is important to invest my time to understand what is most important to you. Only then, can we craft a tailored road map to help you achieve your financial milestones and aspirations.

Our team implements an established process that is unique to your needs to help you feel understood, informed, secure and in control with all aspects of your finances.

Whether you are planning for retirement, passing on a legacy to your children/grandchildren or an endeared charity, a business exit or divesting from your company's stock, we can work together to develop specific strategies to help you achieve your goals.

We consider your comfort level to properly assess the appropriate investment strategies to help you navigate through both good markets and downturns.

We collaborate with your tax professionals and estate attorneys to guide you with a holistic approach taking into account tax strategies and estate considerations, with YOU at the center of it all.

Lastly, in the pursuit of putting as many arrows in my quiver to help you achieve your goals, I hold the CPWA®, or Certified Private Wealth Advisor® and CEPA®, or Certified Exit Planning Advisor® designations.

Personally, I relish spending time in the great outdoors with my beautiful wife, Tracey, and our boys, Nixon and Connor.

Education/Certifications:

• Yale University | Finance | Certified Private Wealth Advisor® Program

• Investments & Wealth Institute | CPWA® | Certified Private Wealth Advisor®

• Exit Planning Institute | CEPA® | Certified Exit Planning Advisor®

• California State Polytechnic University | BS | Business Administration

As the financial steward for families and individuals, I believe it is important to invest my time to understand what is most important to you. Only then, can we craft a tailored road map to help you achieve your financial milestones and aspirations.

Our team implements an established process that is unique to your needs to help you feel understood, informed, secure and in control with all aspects of your finances.

Whether you are planning for retirement, passing on a legacy to your children/grandchildren or an endeared charity, a business exit or divesting from your company's stock, we can work together to develop specific strategies to help you achieve your goals.

We consider your comfort level to properly assess the appropriate investment strategies to help you navigate through both good markets and downturns.

We collaborate with your tax professionals and estate attorneys to guide you with a holistic approach taking into account tax strategies and estate considerations, with YOU at the center of it all.

Lastly, in the pursuit of putting as many arrows in my quiver to help you achieve your goals, I hold the CPWA®, or Certified Private Wealth Advisor® and CEPA®, or Certified Exit Planning Advisor® designations.

Personally, I relish spending time in the great outdoors with my beautiful wife, Tracey, and our boys, Nixon and Connor.

Education/Certifications:

• Yale University | Finance | Certified Private Wealth Advisor® Program

• Investments & Wealth Institute | CPWA® | Certified Private Wealth Advisor®

• Exit Planning Institute | CEPA® | Certified Exit Planning Advisor®

• California State Polytechnic University | BS | Business Administration