Jim is a Wealth Manager with over 30 years experience. He is based in the Del Mar area of San Diego and has clients thoughout Southern CA as well as the Bay Area and NY. Jim does not use a passive management style or pre-set templates for his clients. Every client has a unique portfolio that is actively managed. He specializes in retirement planning, helping retirees get the income they need and wealth and preservation. He often uses advanced tax strategies as well as estate planning tactics. Jim is also very well versed in the UC Retirement system.