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James V. Peters, CLU, ChFC

(949) 631-3840

Team

 

Jim Peters, CLU, ChFC

Financial Advisor

(949) 631-3840

(949) 631-3837

A cornerstone of financial planning is the recognition that everyone's economic and life situation is unique. Personalized service is essential when matching clients with the right financial products and services.A commitment to...

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Sharyn Peters

Office Operations Manager

949-631-3840

Sharyn M Peters has been working in an office managerial role since 2004. Since 1994 she has been assisting James V Peters' in his office set up and organization. Her certificate in Insurance Underwriting was awarded to her in 1997 and...

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Liz French

Underwriting Assistant

949-631-3840

Elizabeth A. French has been in customer service for 30 years, starting with being a corporate travel agent, a manager of an Italian restaurant in Dana Point, CA and other related jobs throughout her life. She took some time off to...

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Bree Moser

Service Assistant

949-631-3840

As Service Assistant, I handle all of Jim’s client data Input, filing, workshop registrations, etc.

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Joseph Bang

Marketing Assistant

949- 502-0643