Biography
As President, James (Jim) is responsible for steering the team, directing the company's resources toward our vision, and developing strategic partnerships. Jim has been in the financial services industry for over 20 years serving in various sales, management, and advisory positions. His professional experience includes advanced marketing consultant with Transamerica Life Companies, seminar speaker for several national field marketing organizations, and owner of his own financial planning practice through Professional Financial Advisors. Jim is an experienced speaker, having given numerous seminars on such diverse topics as, Senior Wealth Conservation, Deferred Compensation, Business Succession, IRA Stretch Out, and Annuity Rescue planning, among many others. He is also the author of several financial books: Planning for the Golden Years with Variable Annuities, Financial Planning with Variable Annuities, Survey of Advanced Sales, and his most recent offering Conserve Your Wealth in 7 Easy Steps. He has also taught business and investment courses at a local community college.
Jim holds a Bachelors Degree in Finance, a Law Degree and has earned both the CFP and CLU designations
- Phone
- 949 487 7900
- Website
- www.FinancialAdvisors.com
- James.Eckel@FinancialAdvisors.com
- Address
- 30230 Rancho Viejo Road
Suite 200
San Juan Capistrano, CA 92675
United States