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Our financial advice team


James Buatti, Financial Advisor serving the Pleasanton, CA area - Ameriprise Advisors

James Buatti

Financial Advisor

BFL Wealth Partners
32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investments
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies

Qualifications

  • Series 7/Series 63/Series 65/ Series 31

Education

  • Stanford University, Bachelor of Arts, Economics

Awards & recognition

  • Ameriprise Circle of Success, 2014

Professional associations

  • Peninsula Business Exchange

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • AYSO Soccer Referee and Trainer

Interests

  • Spending time with family
  • Fly fishing
  • Playing guitar
  • Sports
  • Reading