James E. Pyles, CFP, RICP
First Vice President - Investment Officer
James has been a Financial Advisor with Wells Fargo Advisors since 2003. He is passionate about helping clients achieve their life goals by optimizing their personal investment plans. James holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. In addition, James is currently working on a new certification which focuses on generating retirement income.
Prior to making the leap for his own goal of becoming a financial advisor, James worked in the engineering field for fifteen years. James earned his Bachelor of Science in Mechanical Engineering at Purdue University. Go Boilers!
This technical background, and on-going education, has provided James with a set of skills well suited to help his clients. James employs comprehensive analysis in developing customized client plans, and constructing detailed portfolios.
James and his wife Barb have lived in Whatcom County since 1996. Both of their children are currently in college, but when together, their family enjoys supporting each other’s various interests including entrepreneurship, sports, theater, and their family animals including cats, dogs, and chickens.
2003 - Present: Wells Fargo Advisors, Financial Advisor
1992 - 2003: Air Liquide America, Program Manager
1988 - 1992: Johnson Controls, Sales Engineer
Education & Credentials
CERTIFIED FINANCIAL PLANNERTM (CFP®)
Bachelor of Science in Mechanical Engineering – Purdue University
Northwest Washington Estate Planning Council
Rotary Club of Bellingham
Troop 4023 Boy Scout
CA Insurance License Number: 0F60081. Resident State: WA