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JD

Jim Decota

Managing Director @Choreo

Petaluma, CA, US

EMAILS

j••••••••@choreoadvisors.com

MOBILE NUMBERS

+91 *********19

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WORK HISTORY

Jan 2023 — Present

Managing Director @Choreo

SKILLS

Wealth Accumulation StrategiesBond MarketsWealth Preservation PlanningStock MarketStrategic Financial PlanningInvestmentsFinancial AdvisoryAsset AllocationPortfolio ManagementIntergenerational Wealth TransferWealth Management

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ABOUT JIM DECOTA

Jim DeCota, founder of Enso Wealth Management, which just merged with Choreo brings over…

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