James V. Peters
Private Wealth Management Advisor @Grace Wealth Management
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WORK HISTORY
Private Wealth Management Advisor @Grace Wealth Management
Irvine, CA, US
As a financial advisor in Irvine, CA, we specialize in retirement planning and investment management.We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make informed decisions to help reach them by our providing informed financial information.
EDUCATION
Biola University
Bachelor's degree
SKILLS
ABOUT JAMES V. PETERS
Jim Peters is an independent financial advisor for 30 years and the founder of Grace Wealth Management Group, Inc, a full-service financial firm committed to helping people pursue their financial goals. His focus is to help you grow, access, and protect your wealth in the most tax-advantaged methods available. Based in Costa Mesa, California, Jim specializes in working with individuals, families, and businesses throughout America. Jim combines his extensive knowledge with his genuine interest in helping people pursue financial independence. Beyond his experience, he is certified as both a Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®), meaning he has advanced training and knowledge in financial planning and insurance.To learn more, connect with Jim on LinkedIn or visit mygracewealth.comYou can view his Founder\'s Intro Video to learn more about him: https://youtu.be/bi1_YvrX-GkThe content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.Securities and advisory services offered through Centaurus Financial, a registered investment advisor. Member FINRA/ SIPC.Centaurus Financial, Inc, and Grace Wealth Management Group, Inc, are not affiliated companies. Supervisory office: 2300 E. Katella Ave, Anaheim, CA, 92806, 71••••••90. Grace Wealth Management Group, Inc, and Centaurus Financial, Inc, are not affiliated companies.
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