James B.
Principal, Burleson + Company
- Role
- Principal at Burleson Company
- Location
- Petaluma, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Principal
May 2004 — Present · Petaluma, CA, US
Burleson + Company, LLC is a leading fee-only wealth management firm, providing a full range of investing, advisory and planning services to a substantial and diversified client base, which includes corporations, institutions and high net worth individuals. Founded in 2004, the firm is headquartered in Petaluma, California.
Education
The University of Texas at Austin
BBA, Finance
1984 — 1989
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