With over 34 years in financial services and manufacturing, James is a seasoned professional and Certified Public Accountant. He previously served as a CFO, honing his skills in risk management and financial reporting, and holds a BBA from California State University, Fullerton. He now focuses on promoting financial literacy.
James is passionate about providing people with the tools and strategies for financial security. His posts reveal a deep appreciation for strong leadership and the value of time, viewing it as a precious, non-renewable resource. He is driven to help shield families from unexpected financial challenges and loss.
He is both a Certified Public Accountant and a licensed Insurance Agent for Accident, Health, Life, Variable Life & Variable Annuities.
Read the full overview →They focus on the results, but can still be quite procedural and analytical about how to get there They are not very likely to become strong advocates of your product or service They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical
Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.
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