James R. Miller
President/Investment Representative

With over 27 years of experience in the financial services industry, Jim believes in personal service and is dedicated to your long term success. As a financial advisor, Jim specializes in Retirement Income Planning and Wealth Transfer. His focused insight is to guide his clients either in or nearing retirement, utilizing his experience to match your own personal needs. He is dedicated to providing you with objective solutions while helping you achieve financial independence.

Jim values the relationship he has with you and understands your need for personal service. He believes in building an enduring client relationship through his commitment to provide you with outstanding guidance and service.

Jim attended Duquesne University, Pittsburgh, PA with a major in Finance. He is registered with Series 7, 8, 63 and 66 securities and insurance licenses. Jim is a member of the Chairman's Club of Fortune Financial Services, Inc.

As an advisor, Jim not only works closely with his clients, but also with their accountants and estate planning attorneys to coordinate all aspects of wealth management to help you build and preserve a solid financial foundation.

Jim lives with his wife Tammy of 30 years, and their three children in Laguna Niguel, California. He enjoys golfing, fishing, cooking, a good barbecue and traveling with his family.