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 →Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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