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Biography

James is a Principal in the Santa Barbara office. He creates tailored financial plans and manages investments for clients, building close relationships through his proactive approach.

Before joining Cerity Partners, James served as an Associate Advisor at West Coast Financial, where he guided clients through complex financial decisions.

In his spare time, James enjoys reading, traveling, and exploring new restaurants with his wife, Lisa Marie.

Education

  • B.A. in Business & Economics from Westmont College in Santa Barbara

Highlights

  • CERTIFIED FINANCIAL PLANNER®

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Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

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Dustin Ribergaard

Lead Concierge

Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor. Schedule a meeting below:

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Dustin Ribergaard

Lead Concierge

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Thank you for your interest in our financial services. We appreciate the opportunity to connect and learn about your financial goals. A representative will be in touch to discuss your financial needs.

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By clicking “Schedule Now”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.