PROFESSIONAL BACKGROUND

James Fox is a Financial Services Professional who joined the firm in 2021. James is responsible for providing potential clients with strategies and products that help them meet their financial goals. By utilizing a wide variety of products and services, along with a network of experienced professionals with extensive knowledge in areas relating to asset protection and allocation, estate planning, retirement planning, group benefit services, and many more, he can provide a holistic service to clients to meet all their financial needs.

James is currently attending California State University, majoring in Business Administration and Finance. James is Life, Accident and Health licensed.

In his free time, James enjoys working out, watching sports, playing golf, and reading.

CRN202406-202759