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Client Advisory

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.

Learn more about my practice.

Education

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

Highlights

  • CERTIFIED FINANCIAL PLANNER®

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Dustin Ribergaard

Principal & Client Experience Director

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Stephanie Bellisario

Principal & Client Experience Director

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Principal & Client Experience Director

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Learn about our Privacy Policy

By submitting the form, 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.