Jim Gilmore, CFP<sup>®</sup>

Jim Gilmore, CFP®

Wealth Advisor

As a CFP® Professional I've spent nearly two decades building and implementing financial strategies for individuals and their families. I value people first and work with transparencey, integrity and honesty,  In partnership with clients we cultivate financial strength by focusing on planning and managing risk to avoid dangers and capture opportunities.

I am especially proud of the planning I do to help families with children with special needs.  I understand the unique emotional and financial challenges that face our families and the importance of planning not only for lifetime care, but also for quality of life.  

I have a B.A. in Literature from the University of California, San Diego and a Master's Degree in Pacific International Affairs from the UC San Diego School of Global Policy and Strategy. 

I am active in Orange County philanthropic and civic groups including the St. Joseph Hospital Foundation and Rotary International.  

 

 

CA Insurance License # 0E65909 

 

 

Phone 949.681.8421
Fax 866.525.1203