Broker Check



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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