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James Financial Group

James Financial Group

(805) 473-6670
jjames@cfiemail.com

The James Financial Group is a Financial Services Firm that has been providing independent and objective financial guidance to clients since 1996. Founder and President of the Group, Carey James followed in his father’s footsteps, a Bay Area Financial Adviser, by starting in the business 34 years ago. Towards the beginning of his career Mr. James experienced great success while working at a large corporate wire house. But after the industry landscape began to change, Mr. James recognized that he'd be better able to serve his clients by starting his own firm where he could offer independent advice devoid of the corporate pressure to sell “in house” commissioned products. The Firm has evolved over the years but the core foundation of placing client needs first has remained. Mr. James’s wife, Diane James joined the team as the Vice President in 2009 followed by Mr. James' daughter, Jaquelyn James who now works as an Investment Adviser Representative and partner. Together they've positioned the business to grow, building upon the family legacy so that clients may be served for decades to come. Their mission is to simplify your financial life, protect your wealth, and give you the opportunity to enjoy life, free from the burden of financial worries.