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How We Work

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.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our 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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Joseph Bang

Marketing Assistant

949- 502-0643

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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