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Biography

Elliot James is an Associate Wealth Planner in the San Diego office. He is a member of the Wealth Management team, where he works closely with clients to help them navigate their financial lives and make informed decisions that support their long-term goals. Elliot brings a genuine commitment to client service, and is dedicated to ensuring clients feel supported and confident at every stage of their financial journey.

Prior to joining Cerity Partners, Elliot worked at a boutique family office firm, where he helped high-net-worth clients address complex financial challenges and work toward lasting financial security. He started his career at a large insurance and financial services firm, where he supported lead advisors in providing clients with personalized investment and planning solutions.

Originally from Eugene, Oregon, Elliot moved to San Diego after graduating from the University of Oregon. Outside of work, he enjoys staying active in the gym, exploring local beaches, and cheering on Oregon athletics.

Learn more about my practice.

Education

  • B.S. in Business Administration concentrating in Finance, University of Oregon

Highlights

  • Series 7
  • Series 65
  • Licensed in California in Life, Accident & Health, and Variable Life & Annuity

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