JAMES FULLENKAMP

The American Dream is possible – today, it requires one to work harder and plan smarter for it.

In high school, I juggled two jobs to help my family. In college, I worked full-time pulling graveyard shifts to put myself through school. With a credit card and personal grit, I started an e-commerce company, grew revenues exceeding seven figures and sold the company years later.

My introduction to the wealth management industry started in 2001 at Morgan Stanley.

Today, I take pride in being the financial steward for families and individuals, helping them craft a unique roadmap to achieve their personal aspirations and financial milestones.

We implement an established process that is customized to you to make sure you feel understood, informed, secure and in control with all aspects of your finances.

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

Furthermore, we partner with your tax professionals and estate attorneys to guide you with a holistic approach with you at the center of it all.

I hold the CPWA®, Certified Private Wealth Advisor®, and CEPA®, Certified Exit Planning Advisor®, certifications.

Gratitude – I relish spending time with my beautiful wife, Tracey, and our boys, Nixon and Connor. We love traveling to our home away from home in Steamboat Springs and exploring the great outdoors.

Lastly, my wife and I support the ScreenStrong Foundation by creating awareness to parents on the perils of social media and video games affecting our youth today.

Look forward to an opportunity to meet you and learn about what is most important to YOU.

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



The American Dream is possible – today, it requires one to work harder and plan smarter for it.

In high school, I juggled two jobs to help my family. In college, I worked full-time pulling graveyard shifts to put myself through school. With a credit card and personal grit, I started an e-commerce company, grew revenues exceeding seven figures and sold the company years later.

My introduction to the wealth management industry started in 2001 at Morgan Stanley.

Today, I take pride in being the financial steward for families and individuals, helping them craft a unique roadmap to achieve their personal aspirations and financial milestones.

We implement an established process that is customized to you to make sure you feel understood, informed, secure and in control with all aspects of your finances.

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

Furthermore, we partner with your tax professionals and estate attorneys to guide you with a holistic approach with you at the center of it all.

I hold the CPWA®, Certified Private Wealth Advisor®, and CEPA®, Certified Exit Planning Advisor®, certifications.

Gratitude – I relish spending time with my beautiful wife, Tracey, and our boys, Nixon and Connor. We love traveling to our home away from home in Steamboat Springs and exploring the great outdoors.

Lastly, my wife and I support the ScreenStrong Foundation by creating awareness to parents on the perils of social media and video games affecting our youth today.

Look forward to an opportunity to meet you and learn about what is most important to YOU.

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