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James Spach, Private Wealth Advisor serving the Calabasas, CA area - Ameriprise Advisors

James Spach

MBA, CFP®, CEPA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Spach & Associates
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 28 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CEPA® Certified Exit Planning Advisor®

Education

  • California Lutheran University - Master of Business Administration
  • University of Phoenix - Bachelor of Science in Business Administration

Awards & recognition

  • Spach & Associates, Forbes Best-in-State Wealth Management Teams, 2024
  • Ameriprise Circle of Success, 2016 - 2023

Professional associations

  • Financial Planning Association

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Community participation

Casa Pacifica - Center for children and females. As an official "Amigo" of Casa Pacifica I assist both financially and with my time helping these children. We spend time together learning more about these children who have been dealt a tough deck of cards to start life. One of my favorite events is our soccer days with the children.

Interests

  • My wife Charissa and I enjoy traveling.
  • We enjoy going to Mammoth year round to ski, hike and relax.
  • We make a couple of visits a year to California wine country
  • I spend free time surfing, golfing and playing tennis.

Honored to be recognized in Forbes

I’m excited to share that Spach & Associates has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. This list includes top teams from across the industry who are committed to helping their clients stay focused on their long-term financial goals. Thank you to our clients for trusting us with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.

Forbes rankings are developed by SHOOK Research and are created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance records; and firm nominations) and quantitative (assets under management and revenue generated for their firms) data. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Certain awards include a demographic component to qualify. These rankings for each applicable year are based on the opinions of SHOOK Research, LLC, are not indicative of future performance or representative of any one client’s experience and are based on data from the previous two calendar years. Forbes magazine and SHOOK Research do not receive compensation in exchange for placement on the ranking or its use. For more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.