James Ka

Every day, I feel incredibly blessed to have the opportunity to make a positive impact with my clients and my community. As a financial advisor, I’ve been able to cultivate meaningful relationships that span multiple generations with many of the families our office serves.

When clients meet our team, they find that we have an established process for providing tailored solutions when serving our clients and their tax professionals and attorneys, as well as any friends and families they refer. During our initial consultation, we never start with recommendations. Through a collaborative approach, we focus on what's most important to...