Jim Peters Financial Advisor
Jim Peters - Insurance and Investment Advice in Orange County
Based in Irvine, California, financial advisor Jim Peters delivers portfolio services to individuals, families, and small businesses. Emphasizing tax-efficient investment strategies, he is conversant in estate and retirement planning and budgeting for college and personal expenses. With more than two decades of professional experience, Jim Peters has formed long-term relations with clients across Orange County.
Mr. Peters’ work as a financial advisor entails conceptualizing and building portfolio structures designed to maximize returns and present minimal risk. He considers the needs of loved ones in case of death, disability, or severe illness and often integrates insurance products into the portfolio mix.
Mr. Peters regularly reviews asset management strategies and rebalances holdings in consultation with clients as necessary. He excels in defining short- and long-term objectives and finding ways of achieving milestones at various life stages. A marketing graduate of Biola University in La Miranda, he holds qualifications as a chartered financial consultant and chartered life underwriter.
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Irvine, CA US