We recently hosted our client appreciation cruise around Newport Harbor and had a wonderful time with all of those who joined us! Thank you to all of our clients and partners who attended.
We appreciate you taking the time to network and learn with us. We hope that the information and dialogue provided was informative!
The event was lively, with great food, even better conversation, and an opportunity to learn about new investment opportunities! We heard from our Greenbacker speaker and obtained valuable information about how renewable energy is a worthwhile investment option. We thoroughly enjoyed our time with you and hope you had a memorable evening aboard the yacht “Electra” as well! Take a look at some highlights from our dinner cruise:
If you weren’t able to attend the event but are interested in renewable energy or other investment opportunities, contact me by calling (949) 631-3840 or emailing jpeters@cfiemail.com.
About Jim Peters
Jim Peters is an independent financial advisor and the founder of Grace Wealth Management Group, Inc., a full-service financial firm committed to helping people pursue their financial goals. With more than 24 years of experience in the industry, Jim combines his extensive knowledge with his genuine interest in helping people pursue financial independence. Beyond his experience, he is certified as both a Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®), meaning he has advanced training and knowledge in financial planning and insurance. Based in Irvine, California, Jim specializes in working with individuals, families, and businesses throughout Orange County. To learn more, connect with Jim on LinkedIn or visit www.financialadvisorirvine.com.