Jamie is a CERTIFIED FINANCIAL PLANNER™ and brings over 15 years of experience to the table.
Jamie’s career began with Morgan Stanley in 2006. He later joined Fidelity Investments in 2011, where he oversaw +$1 billion in assets of high-net worth families, young professionals and businesses. During his tenure with Fidelity, he also spent several years coaching and training fellow associates nationally with a focus on the southern California region. To that end, he has over 15 years of financial education and hands-on experience in the Financial Services industry.
If you are involved in real estate or are planning your exit strategy, we can work with you to assess your current situation, identify goals, and create a plan around them.
We will review your benefits as an employee or business owner and help you take maximum advantage of them. We can help analyze medical benefits, HSA vs FSA, stock options, 401(k) contributions, and investments.
Retirement strategies including: goal setting, calculating your retirement income needs and sources, and managing assets. We will determine how to reach the goal, how much to budget, and provide a Social Security analysis and pension review.
Possibly minimize or avoid future estate taxes and wealth transfer issues by implementing appropriate estate planning strategies. Analysis includes: wills, powers of attorney, trusts, and other related documents. We can provide you with the estate planning documents.
Complete retirement planning including: reviewing your financial goals, and suggestions for reaching them. For those in retirement, we will focus on efficient distribution strategies to maximize your lifestyle.
Book free introductory call. We can discuss any topic which my qualifications allow me to address.
Advisor reviews are provided voluntarily by Finsie members who are clients of the advisor. Clients are not compensated for their reviews.