Jim Bray, Cfp® Email & Phone Number

Newport Beach, Ca, Us

Newport Beach, California, United States

As a Certified Financial Planner (CFP) and Wealth Manager, my primary role is to help clients achieve their financial goals and secure their financial future. I specialize in creating customized financial plans, creating income streams for retirees, managing portfolio risk assessment, and utilizing various investment strategies to help clients maximize their returns.I work closely with clients to understand their unique financial needs and goals, and develop personalized financial plans… Show more As a Certified Financial Planner (CFP) and Wealth Manager, my primary role is to help clients achieve their financial goals and secure their financial future. I specialize in creating customized financial plans, creating income streams for retirees, managing portfolio risk assessment, and utilizing various investment strategies to help clients maximize their returns.I work closely with clients to understand their unique financial needs and goals, and develop personalized financial plans that align with their objectives. I also help clients create income streams for retirement, by recommending investment strategies that provide a steady stream of income while minimizing risk.In addition, I provide portfolio risk assessment and management services to help clients protect their investments from market volatility and other risks. I use a range of investment strategies, including individual stocks, bonds, ETFs, mutual funds, alternative investments, and various option strategies such as selling puts and covered call writing, to help clients achieve their financial goals.My goal is to provide my clients with the knowledge and guidance they need to make informed financial decisions, and to help them achieve financial security and independence. Show less

610 Newport Center Drive, Suite 300 Newport Beach Ca 92660

➤ WHAT WE DO:We will spend a significant amount of time getting to know one another—your hopes, fears, goals, and what matters most to you. In this part of the process, we will discover what your struggles are. What types of solutions are you looking for. We will help educate you. We look at your budget. Do you account your expenses? Do you have a budget? I can help you with QuickBooks. This process can evolve into a wonderful trust-based relationship. Divorces can take a long time and… Show more ➤ WHAT WE DO:We will spend a significant amount of time getting to know one another—your hopes, fears, goals, and what matters most to you. In this part of the process, we will discover what your struggles are. What types of solutions are you looking for. We will help educate you. We look at your budget. Do you account your expenses? Do you have a budget? I can help you with QuickBooks. This process can evolve into a wonderful trust-based relationship. Divorces can take a long time and require lots of decisions. I will be here for you every step of the way.➤ HOW WE DO IT:Our insights from the discovery process, will guide the design of the plan that is created just for you. Each plan is as unique as each client. The purpose of your plan is to provide clarity and confidence in your future decision-making and will become the roadmap for the next steps of your life. I can say with 100% confidence that this will provide you a map so you can confidently move on with your lifeWe help you:✔ Setup a proper budging platform to budget correctly to meet your needs✔Help you navigate the waters of the income deferral with commission based income✔ Educate you on what is the best decision financially on tax strategies! ➤ WHAT MAKES US DIFFERENT:Being a Sales Professional myself I struggled to learn how properly budget my own income and portfolio with an inconsistent income. I can help you avoid some of the pitfalls that I myself became a victim of. This will leave you feeling more secure with your finances when working with myself.✔ Want To Learn More?:☏ 949-350-5410✉ jbray@seia.comhttps://www.seia.com/team/jim-bray/Forensic Accounting | Alimony | Community Property Show less

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