Mark James, CFP
Senior Financial Advisor
Your Trusted Financial Advisor
As a Financial Advisor, I help manage assets for individuals, trusts, retirement plans, charitable organizations and businesses. I help clients develop and implement long- term strategies for building wealth and realizing their goals. My mission is to provide objective and timely financial advice and guidance - with the highest level of professional service - in building and preserving wealth for my clients.
Being a CERTIFIED FINANCIAL PLANNER™
Before joining Wells Fargo Advisors in 2023, I was Private Client Advisor for J.P. Morgan Chase, my employer of 5 years. I hold a Bachelor of Science degree in Finance from the University of Denver. I have also earned the CERTIFIED FINANCIAL PLANNER®, or CFP®, practitioner certification from the Certified Financial Planner Board of Standards, Inc. (CFP Board). For this certification I had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements.
Planning for Retirement
Whether you’re seeking tax-deferred growth for your personal investment portfolio or an attractive employee -benefit plan for your business, I can help you navigate an array of complex choices. I offer assistance with retirement plans, including IRAs, Roth IRAs and conversions, Simplified Employee Pension (SEP) plans and Keogh plans, SIMPLE plans for small businesses, and 401(k), pension, and profit-sharing plans.
Comprehensive Investment Planning
It takes more than a single planning session to put your wealth to work in support of your life goals. It takes a process. As your life circumstances change, so must the investment strategies I use to help keep you on course toward your objectives. We’ll continue to work together through the years to keep your investment strategies aligned with your goals and needs.
Advice for Your Full Financial Life
The last thing you need in your busy life is a complex web of financial relationships. As a Wells Fargo Advisors client, you’ll enjoy the convenience and clarity of coordinating much, if not most, of your financial life through a single point of contact — me. It’s a distinct advantage of working with one of the world’s premier financial institutions. In helping you address your financial needs beyond investing, I can provide access to Wells Fargo banking and lending affiliates to help you meet your borrowing needs.
CA Insurance # 0k45765
Additional Links:
Lets Make a Plan
My Website
As a Financial Advisor, I help manage assets for individuals, trusts, retirement plans, charitable organizations and businesses. I help clients develop and implement long- term strategies for building wealth and realizing their goals. My mission is to provide objective and timely financial advice and guidance - with the highest level of professional service - in building and preserving wealth for my clients.
Being a CERTIFIED FINANCIAL PLANNER™
Before joining Wells Fargo Advisors in 2023, I was Private Client Advisor for J.P. Morgan Chase, my employer of 5 years. I hold a Bachelor of Science degree in Finance from the University of Denver. I have also earned the CERTIFIED FINANCIAL PLANNER®, or CFP®, practitioner certification from the Certified Financial Planner Board of Standards, Inc. (CFP Board). For this certification I had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements.
Planning for Retirement
Whether you’re seeking tax-deferred growth for your personal investment portfolio or an attractive employee -benefit plan for your business, I can help you navigate an array of complex choices. I offer assistance with retirement plans, including IRAs, Roth IRAs and conversions, Simplified Employee Pension (SEP) plans and Keogh plans, SIMPLE plans for small businesses, and 401(k), pension, and profit-sharing plans.
Comprehensive Investment Planning
It takes more than a single planning session to put your wealth to work in support of your life goals. It takes a process. As your life circumstances change, so must the investment strategies I use to help keep you on course toward your objectives. We’ll continue to work together through the years to keep your investment strategies aligned with your goals and needs.
Advice for Your Full Financial Life
The last thing you need in your busy life is a complex web of financial relationships. As a Wells Fargo Advisors client, you’ll enjoy the convenience and clarity of coordinating much, if not most, of your financial life through a single point of contact — me. It’s a distinct advantage of working with one of the world’s premier financial institutions. In helping you address your financial needs beyond investing, I can provide access to Wells Fargo banking and lending affiliates to help you meet your borrowing needs.
CA Insurance # 0k45765
Additional Links:
Lets Make a Plan
My Website