James has been a business owner, a mentor, and an entrepreneur for over 28 years.
As an ex-Marine and black belt in Judo, James does nothing in life he isn’t passionate about. His continual interest in provoking thought and conversation led him to the financial industry. “Being able to help hundreds of individuals, families, and business owners achieve their goals in life not only financially, but spiritually,” James states, “is a very powerful thing.”
James has aligned himself with hundreds of his clients who are willing to learn and take control of their future. His core belief is only when we are learning, are we growing.
James is consistently top in his field; staying educated and staying on the cutting edge of laws, regulations, and industry news. He is a proud member of Million Dollar Round Table (MDRT), and was a Master Elite Advisor for Ed Slott (America’s IRA Expert) for 9 years.
With this vast knowledge of the financial industry, he was chosen as an expert on the “Ask the Expert” program series on AM radio in the Inland Empire.
Learn More:
https://www.yoursafemoneypeople.com/
Mike Saunders, MBA
Recent episodes from Mike Saunders, MBA (see all)
- Interview with Michael Opp Founder of Opp Financial-Purpose vs Performance – Fiduciary Concerns & Purpose Driven Accounts - May 13, 2024
- Interview With Stephen Ng, CLU, ChFC, CEP Founder of Stephen Ng Financial Group – Understanding Long-Term Care to Leverage Retirement Wealth - May 13, 2024
- Interview with Michael Opp Founder of Opp Financial – Guaranteed Investment Income to meet an RMD Strategy - May 10, 2024