How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Jim Peters, CLU, ChFC
Financial Advisor
(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
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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