Industry Start Date: 2016

KAR Start Date: 2021

Education: B.S. Biopsychology, University of California, Santa Barbara

Licenses: Series 7 and 66

Prior to Joining KAR:
James was an associate at Morgan Stanley.

When Not in the Office:
James enjoys staying active by playing basketball, surfing, tennis and hiking. He’s an avid traveler and loyal fan of the Lakers and Rams.

What Do You Enjoy Most About Your Job?
Developing relationships with clients and helping them achieve financial peace of mind.

What Do You Enjoy Most About Working at KARWA?
The people and culture. KAR has an incredible collection of talented people that all support each other.

How Does KARWA Approach Wealth Management Differently?
Our emphasis on planning and bespoke investment strategies sets our approach apart.