Jim Decota
- Role
- Managing Director at Choreo
- Location
- Petaluma, CA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Jim Decota
Jim DeCota, founder of Enso Wealth Management, which just merged with Choreo brings over…
Experience
Managing Director
Jan 2023 — Present
Skills
- Wealth Accumulation Strategies
- Bond Markets
- Wealth Preservation Planning
- Stock Market
- Strategic Financial Planning
- Investments
- Financial Advisory
- Asset Allocation
- Portfolio Management
- Intergenerational Wealth Transfer
- Wealth Management
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