QUALIFICATIONS:
- Experienced Financial Advisor with more than 23 years of experience in Financial Planning, Retirement Planning and Insurance
- FINRA Series 7, 66, 24, Life Insurance, Accident and Health, Long Term Care, and Variable Annuities
- CA Insurance License #0D73646
EXPERIENCE:
Cambridge Financial Partners, LLC., Newport Beach, CA
Financial Advisor | 2024-Present
AXA Advisors, LLC., Woodland Hills, CA
Financial Advisor | 2001-2024
EDUCATION:
Bachelor of Science in Accounting
California State University, Northridge, Northridge, CA | 2003
PERSONAL:
James and his wife, Polena have two daughters, Aleyxa and Rylee. In his free time, James enjoys spending time with his family, playing golf with his girls, playing hockey and exercising regularly.