As Managing Director and Partner with Beacon Pointe, Jim is responsible for counseling clients with their wealth management decisions, particularly in the area of investments. Prior to joining Beacon Pointe Advisors, Jim worked in Wells Fargo Advisor’s Private Client Group, marketing the firm’s wealth management services to new clients and enhancing existing client relationships. He serves on the advisory board for Big Brothers Big Sisters-Inland Empire and also is a member of both the Endowment Council Chapman University and Leaders, Executives, and Directors; Advancing Philanthropy (LEAD-OC).
In early April 2025, for the first time in the history of the New York Stock Exchange, the Dow Jones Industrial Average dropped more than 1,500 points in two consecutive days. This sudden shift has left many investors feeling uncertain…
Understanding the various influences affecting the markets will help dentists navigate any financial uncertainty. For peace of mind and financial security, it’s important to obtain guidance from experienced financial advisors who understand…