Jim Peters financial advisor on Blogger

About Jim Peters financial advisor

Jim Peters is an experienced financial advisor who has worked as a wealth manager and independent broker for multiple Irvine, California-based financial institutions since 2012. As a wealth manager, he is responsible for developing personalized financial plans to provide clients with long-term security. Jim Peters is particularly active in asset protection and wealth creation, though he is also well-versed in estate planning, retirement planning, helping families save for college, and more. As a financial advisor, he strives to help individuals and families throughout Orange County establish clear, actionable goals. Mr. Peters holds a marketing degree from Biola University. He is a certified Chartered Life Underwriter and Chartered Financial Consultant. Throughout his career, he has earned numerous professional accolades, including Million Dollar Round Table, Court of the Table, and Leaders Conference Awards. In addition to his work as a wealth manager and independent broker, he is a member of industry groups such as the Society of Financial Planners.