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Our financial advice team


James Spach

James Spach

MBA, CFP®, CEPA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Spach & Associates
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 4.9 out of 5 rating based on 40 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies

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.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

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

Professional associations

  • Financial Planning Association
Newsletter

to receive my newsletters and other financial and market information

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.