I like to believe I was born to be a financial advisor. My father was a financial advisor and, through his work, I learned that, too often, the unexpected can happen and interrupt lives. I realized that people needed a financial advisor to help them develop a financial roadmap to guide them toward their goals and protect their loved ones if they pass prematurely. Inspired by the impact he made on so many lives, I knew I wanted to do the same. In 1992, I followed in his footsteps and entered the financial services industry.
During my 20 years with two different financial services firms, I gained a lot of knowledge and learned what I wanted my career to look like — and what I didn’t want to do. As much as I enjoyed my role, I also desired more flexibility and independence to serve each of my clients in whatever way best suited them. In 2012, I founded my own independent firm, Grace Wealth Management Group, Inc.
My Career Today
Today, I’m an advisor focused on providing individuals, families, and business owners with a custom-tailored financial roadmap designed to guide them toward their financial goals. This roadmap entails straightforward and innovative financial solutions that align with a client’s needs, from retirement planning to business planning to investing.
With an unwavering commitment to integrity and transparency, I do all that is in my power to instill peace of mind in my clients knowing that their finances are in order and that they understand how they can pursue their goals. I have always been driven to serve through financial teaching and outside-the-box thinking. Along with developing personalized strategies, I have made it my mission to help educate and navigate clients through the many financial milestones of life. By understanding their opportunities, they can make more informed decisions with confidence.
While any advisor can claim to provide financial services, not all can say that they provide trusted and unbiased advice.Their best interests always come first and I try to help them make the best financial decisions possible.
My Passion
Through my career, I’ve built strong relationships with many incredible individuals, families, and business owners. I want my clients to know that I will always be honest with them and treat their financial goals as if they were my own. I love knowing that I have the opportunity to make a difference in people's lives. I believe that without me, my clients would be many years off their financial goals from where I bring them. There’s nothing more rewarding than when clients reach their goals.
I am always looking for an opportunity to meet new people. Wherever you are on your financial journey, please don’t hesitate to reach out to me or to refer a loved one for a complimentary second opinion on your current situation. To get started, give me a call at (949) 631-3840 or email 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.