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portrait of James Fullenkamp
FINANCIAL ADVISOR

James Fullenkamp

CPWA®, CEPA®
32451 Golden Lantern Suite 305, Laguna Niguel, CA 92677opens in a new window
Accepting New Clients
Serving clients with $1,000,000
CallSend Me a Message

About James

The American Dream is possible – today, it requires one to work harder and plan smarter for it.

In high school, I juggled two jobs to help my family. In college, I worked full-time pulling graveyard shifts to put myself through school. With a credit card and personal grit, I started an e-commerce company, grew revenues exceeding seven figures and sold the company years later.

My introduction to the wealth management industry started in 2001 at Morgan Stanley.

Today, I take pride in being the financial steward for families and individuals, helping them craft a unique roadmap to achieve their personal aspirations and...

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Corporate Executives
  • Divorce Finances

Work History

  • Edward JonesMarch 2010 to Current

Certifications

  • CPWA®

    Certified Private Wealth Advisor®

  • CEPA®

    Certified Exit Planning Advisor®

Education

  • Yale UniversityCertificate
  • California St Poly Univ-PomonaBachelor of Science

Personal Interests

  • Outdoor Enthusiast
  • Traveling
  • Snowboarding
  • Football
  • Personal Fitness

Team Members

  • Kristine Ahn
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 01:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(949) 248-1362

Fax

(877) 449-6451

Office Address

32451 Golden Lantern Suite 305
Laguna Niguel, CA 92677opens in a new window

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