James Olsen, Director

James Olsen works with our clients to develop customized plans that help accomplish their financial goals. His experience lies in estate planning, non-traded and tax-efficient investments. Previously, he worked at W&J Installation in Orange County, handling all facets of accounting and finances for the company.

James graduated from Loyola Marymount University with a Bachelor’s Degree in Finance and a minor in Business Law. He was an active member of the student body and he helped create the Loyola Marymount Golf Club. 

James is originally from Seal Beach, California, and returns weekly to stay involved with the community. In his spare time, James enjoys golfing and hiking, loves to travel and especially spend time with his family.

James maintains the Series 7, 63, 65 securities licenses, and the Life, Accident, and Health insurance licenses.