Broker Check
James  Hayes

James Hayes

Operations Manager & Planning Specialist

James enjoys helping people in all stages of life make wise financial decisions. Whether they’ve just started their careers or have been working for a long time, he teaches them how to get the most from their money. He consistently strives to provide financial planning and education of the highest caliber, highlighting all the options available to each of his clients.

James graduated from Saint Mary’s College of California with a Bachelor of Science degree in accounting and a minor in business administration. An avid runner, he can often be found either coaching or following his alma mater’s cross-country and track teams as they compete around the country. He also spends much of his time outside of work volunteering at local schools, teaching students and families the basics of financial literacy.