The Team

Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

James Motteler

James Motteler

Financial Advisor

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Top Areas of Focus

  • Cash Flow Management Strategies
  • Retirement Income Strategies
  • Investments

Education

Bachelor's Degree in Business Administration at Whitworth University in 1979.
CA Insurance #0B04923

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Our Staff

Hemil Patel

Hemil Patel

Client Service Associate

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Qualifications

  • BS - Business Administration
  • Concentration in Finance
  • San Jose State University, 2007 Graduate
  • Series 6 & 63 Licensed
  • CA Life, Health & Disability Licensed