Broker Check

James V. Peters, CLU, ChFC

(949) 631-3840 ext. 2

Get Started Now!

Working with a trusted financial partner is one of the most important decisions you can make for your financial future. Whatever you hope to achieve, it’s our mission to simplify the complexities of your financial life so you can focus on what matters most.

  • Are you nervous about market volatility?
  • Do you wonder if you are truly prepared for retirement?
  • Do you have specific questions about your financial plan?
  • Would you like a second opinion on your investments or retirement plan?


We’re Here to Help Virtually

We offer a no-cost introductory Q&A session to help answer your questions, learn more about your goals, and see how we may be able to help.

In our no-cost introductory phone call, we’ll discuss:

  • Which financial questions do you have?
  • What worries you about your financial future?
  • What are your concerns or goals when it comes to investing?

During our discussion, we’ll answer any specific questions you may have, and take the time to learn about your values, goals, and objectives.

 

How To Prepare For Our Call

You don’t need to do anything to prepare for the meeting, and there’s no cost or commitment for the call. It may be helpful to collect your financial questions so we can review them together. Use the link below to schedule your call online now!

 

Get Started Now

Schedule your free 30-minute introductory phone call today to:

  • Plan to maximize your financial future.
  • Get answers to your specific questions.
  • Get personalized recommendations for your unique situation.


 

 

You may also call (949) 631-3840 x2 or email jbang@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.