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James Monroe Email & Phone Number

Financial Planner at Oregon Pacific Financial Advisors
Location: Medford, Oregon, United States 10 work roles 3 schools
1 work email found @opfa.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@opfa.com
LinkedIn Profile matched
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Current company
Oregon Pacific Financial Advisors
Role
Financial Planner
Location
Medford, Oregon, United States
Company size
19 employees

Who is James Monroe? Overview

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Quick answer

James Monroe is listed as Financial Planner at Oregon Pacific Financial Advisors, a with 19 employees, based in Medford, Oregon, United States. AeroLeads shows a work email signal at opfa.com and a matched LinkedIn profile for James Monroe.

James Monroe previously worked as Member Board Of Directors at Southern Oregon Regional Economic Development, Inc. and Board of Directors at Oregon Institute Of Technology. James Monroe holds Kinesiology, Kineseology from La Sierra University.

Company email context

Email format at Oregon Pacific Financial Advisors

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{first}@opfa.com
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AeroLeads found 1 current-domain work email signal for James Monroe. Compare company email patterns before reaching out.

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Profile bio

About James Monroe

*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.

Listed skills include Retirement Planning, Investments, Financial Planning, Strategic Financial Planning, and 28 others.

Current workplace

James Monroe's current company

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Oregon Pacific Financial Advisors
Oregon Pacific Financial Advisors
Financial Planner
Medford, OR, US
Website
opfa.com
Employees
19
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Company profile
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10 roles · 27 years

James Monroe work experience

A career timeline built from the work history available for this profile.

Financial Planner

Current
Oregon Pacific Financial Advisors

Medford, Or, Us

*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 # 541-494-5875Advisory Services offered through Oregon Pacific Financial Advisors, Inc., a Registered Investment Advisor.Oregon Pacific Financial Advisors and United Planners are separate companies.

Mar 2019 - Present

Senior Launch Coach

Bni Global

Charlotte, North Carolina, Us

I am building a team of consultants to launch BNI Chapters throughout SW Washington and Oregon.

Sep 2023 - Feb 2024

Wrestling Coach

South Medford High School
Jun 2017 - Jun 2022

Bni Director

Bni Global

Charlotte, North Carolina, Us

Jul 2018 - Jun 2021

Registered Representative

Transamerica Financial Advisors, Inc.

St. Petersburg, Fl, Us

Dedicated to creating, growing and managing wealth through a range of financial products and services. Educate and develop plans for clients pertaining to their retirement and financial needs in the areas of increasing cash flow, ensuring proper protection and building long term asset accumulation.Strong training background in the recruitment of professionals into the industry. Rigorous, structured training allows associates to improve their personal development (presentation, team building and leadership skills) so that they can expand and open their own office.Currently servicing clients in Oregon and California. Transamerica Financial Advisors, Inc. financial professionals may only transact business in states where they are registered. Any individual communication trying to effect a transaction in securities or the rendering of personalized investment advice for compensation will not be made to persons in states where the financial professional is not registered.Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA), Transamerica Financial Group Division - Member FINRA, SIPC, and Registered Investment Advisor. Non-Securities products and services are not offered through TFA. TFG002935-3/14

Oct 2006 - Mar 2019

National Announcer

Usa Bmx

Gilbert, Az, Us

Traveled around the country announcing the play by play action on the BMX track at the live events. Through this experience I was able to build life time relationships with many families around the country.

2000 - Nov 2014

Owner

Ofw Personal Training

Worked with a number of people, both athletes and non athletes, in the Indio, CA area to help them achieve a variety of goals. One of my specialties was rehabilitation of muscle and joints after injury. My job was to motivate and keep them on track to not just feeling better but healing completely.I also worked with competitive athletes in the sport of BMX to help them achieve their goals. Through both of these I was able to build a great business.

Jan 2002 - Jun 2010
Team & coworkers

Colleagues at Oregon Pacific Financial Advisors

Other employees you can reach at opfa.com. View company contacts for 19 employees →

RS Rachel Standley Rachel Standley Colleague at Oregon Pacific Financial AdvisorsGrants Pass, Oregon, United States View → RS Royal Standley Royal Standley Colleague at Oregon Pacific Financial AdvisorsMedford, Oregon, United States View → CB Christopher Bautista Christopher Bautista Colleague at Oregon Pacific Financial AdvisorsSan Dimas, California, United States View → FP Frank Peterson Frank Peterson Colleague at Oregon Pacific Financial AdvisorsWest Portsmouth, Ohio, United States View → JH Jennifer Hamilton Jennifer Hamilton Colleague at Oregon Pacific Financial AdvisorsKlamath Falls, Oregon, United States View → MM Marlaine Mitchell Marlaine Mitchell Colleague at Oregon Pacific Financial AdvisorsGrants Pass, Oregon, United States View → AK Andrew Konarske Andrew Konarske Colleague at Oregon Pacific Financial AdvisorsMedford, Oregon, United States View → EN Emma Nelson Emma Nelson Colleague at Oregon Pacific Financial AdvisorsMedford-Grants Pass Area, United States View → AD Al Densmore Al Densmore Colleague at Oregon Pacific Financial AdvisorsMedford, Oregon, United States View → CH Carie Hayes Carie Hayes Colleague at Oregon Pacific Financial AdvisorsMedford-Grants Pass Area, United States View →
3 education records

James Monroe education

Kinesiology, Kineseology

La Sierra University

Diploma

Rancho Verde High School

Diploma, High School/Secondary Diplomas And Certificates

Tumwater High School
FAQ

Frequently asked questions about James Monroe

Quick answers generated from the profile data available on this page.

What company does James Monroe work for?

James Monroe works for Oregon Pacific Financial Advisors.

What is James Monroe's role at Oregon Pacific Financial Advisors?

James Monroe is listed as Financial Planner at Oregon Pacific Financial Advisors.

What is James Monroe's email address?

AeroLeads has found 1 work email signal at @opfa.com for James Monroe at Oregon Pacific Financial Advisors.

Where is James Monroe based?

James Monroe is based in Medford, Oregon, United States while working with Oregon Pacific Financial Advisors.

What companies has James Monroe worked for?

James Monroe has worked for Oregon Pacific Financial Advisors, Southern Oregon Regional Economic Development, Inc., Oregon Institute Of Technology, Bni Global, and South Medford High School.

Who are James Monroe's colleagues at Oregon Pacific Financial Advisors?

James Monroe's colleagues at Oregon Pacific Financial Advisors include Rachel Standley, Royal Standley, Christopher Bautista, Frank Peterson, and Jennifer Hamilton.

How can I contact James Monroe?

You can use AeroLeads to view verified contact signals for James Monroe at Oregon Pacific Financial Advisors, including work email, phone, and LinkedIn data when available.

What schools did James Monroe attend?

James Monroe holds Kinesiology, Kineseology from La Sierra University.

What skills is James Monroe known for?

James Monroe is listed with skills including Retirement Planning, Investments, Financial Planning, Strategic Financial Planning, Insurance, Customer Service, Retirement, and Marketing.

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