*James Monroe is a Financial Planner with Oregon Pacific Financial Advisors, Inc.Securities offered through United Planners., a registered broker-dealer and member FINRA, SIPC.FINRA Branch # 541-772-1116Advisory Services offered through Oregon Pacific Financial Advisors, Inc., a Registered Investment Advisor.Oregon Pacific Financial Advisors and United Planners are separate companies. I grew up in Southern California and Southern Washington, and has been in the Financial Services Industry since 2006. Since moving to Medford in 2017, I have served as an Head Wrestling Coach for South Medford High School, Vice President for Integrity Connections BNI, President for Integrity Connections BNI, Launch Director for Southern Oregon BNI, Chapter Support Director, Senior Launch Consultant for Southwest WA and Oregon, volunteered for Junior Achievement, I am currently serving on The Board of Directors for the Oregon Tech Foundation at Oregon Institute of Technology and SOREDI. After living in the Rogue Valley for only one year, James placed 2nd in the “Best of the Best of Southern Oregon” in the Financial Advisor category, which was an amazing honor and qualified within the top 10 of the "Emerging Leaders" for Southern Oregon. I joined the team at Oregon Pacific Financial Advisors in March of 2019 and I am excited about the difference we are making for people through our services. My business platform primarily focuses on three areas:1) Strengthen the relationships of my clients like members of my own family with regards to creating, growing, and managing their wealth in order to enhance their current and future financial needs.2) Teaching families the basics of financial literacy, as it is not taught in schools. I enjoy breaking down very complex ideas into very simple to understand terms and helping them execute for their future.3) Expand networking relationships to help more people become financially educated and take them through a step by step process to reach their financial goals. In summary, my strength is to teach families and individuals on how money works and how to better manage their money in simple common sense terms! Me and my team pride themselves on being Visionaries and believe in working towards “Seeing Peoples Future”.If you have further questions or would like to contact me, please our office at call 541-772-1116.