James began his career in the financial services industry with Wells Fargo Bank in Vallejo, California, and joined RBC Wealth Management in 2019. He is committed to delivering a disciplined, client-centered approach to wealth management grounded in thoughtful planning and long-term strategy.
At RBC Wealth Management, James works closely with individuals and families to develop customized financial strategies aligned with their specific goals, time horizon, and risk tolerance. He believes effective wealth management begins with listening carefully, understanding each client's priorities, and implementing tailored solutions designed to help them navigate evolving market conditions with confidence.
His practice focuses on investment management, retirement planning, estate planning services, and risk management. James emphasizes structure, transparency, and ongoing communication to help clients make informed decisions and pursue their financial objectives with clarity and purpose.
Outside of his professional work, James values discipline and continuous improvement. He has completed a half marathon, is currently training for a full marathon, and has competed in a HYROX fitness race. He also enjoys snowboarding in Lake Tahoe, boxing, watching 49ers games, hiking with his dogs Bosa and Coco, and reading extensively on personal finance and investing.
James welcomes the opportunity to connect with individuals and families seeking a thoughtful, long-term approach to wealth management.
