Jim Peters financial advisor by Jim Peters financial advisor https://padlet.com/jimpetersfinancialadvisor/xayv47lp8l19tndu Irvine, California, Financial Firm Leader Jim Peters en-us 2024-06-06 09:08:38 UTC 2025-01-14 11:48:46 UTC hello@padlet.com Irvine, California, Financial Firm Leader Jim Peters jimpetersfinancialadvisor https://padlet.com/jimpetersfinancialadvisor/xayv47lp8l19tndu/wish/3020062069 Based in Irvine, California, Jim Peters operates a full-service financial firm, which allows him to combine his comprehensive professional knowledge with his passion for helping people achieve financial independence. Jim Peters began working as a financial advisor in 1992, spending over 15 years in Long Beach. He subsequently spent five years as a financial advisor in Irvine. During this time, he received a Leaders Conference Award and a Court of the Table Award. He has worked as an independent broker throughout Orange County since 2012.


Jim Peters is also a wealth manager for individual and family clients in Orange County. He specializes in asset protection and wealth creation but is capable of meeting a diversity of financial needs. He has garnered several additional sales awards in this role, including a Million Dollar Round Table Award.


Mr. Peters studied marketing at Biola University. As a Chartered Life Underwriter and Chartered Financial Consultant, he can provide advanced insight into financial planning and insurance matters.


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