Senior Marketing Director
Current
Nov 2022 - Present
AeroLeads people directory · profile
James Adams Email & Phone Number
Financial Professional | Agency Owner | Specializing in Retirement, Wealth Protection & 401k Rollovers | Helping Clients Secure Their Financial Future & Agents Build Thriving Careers
at
WORLD SYSTEM BUILDER
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Professional | Agency Owner | Specializing in Retirement, Wealth Protection & 401k Rollovers | Helping Clients Secure Their Financial Future & Agents Build Thriving Careers
Location
San Francisco Bay Area, United States
Company size
Who is James Adams? Overview
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Quick answer
James Adams is listed as Financial Professional | Agency Owner | Specializing in Retirement, Wealth Protection & 401k Rollovers | Helping Clients Secure Their Financial Future & Agents Build Thriving Careers at WORLD SYSTEM BUILDER, a with 558 employees, based in San Francisco Bay Area, United States. AeroLeads shows a matched LinkedIn profile for James Adams.
James Adams previously worked as Senior Marketing Director at World System Builder and Marketing Director at Trendsetters Financial. James Adams holds Bachelor Of Science In Nursing, Nursing Education from Samuel Merritt University.
Company email context
Email format at WORLD SYSTEM BUILDER
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WORLD SYSTEM BUILDER
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Profile bio
About James Adams
As a former registered nurse, I experienced firsthand the financial struggles that many in the healthcare industry face—living paycheck to paycheck, burnout from overtime, and the stress of managing debt. My own family was part of this cycle. My wife, also an RN, and I realized we needed to take control of our finances if we wanted to reach our goals.Through seeking professional guidance and implementing a solid financial plan, we transformed our situation. This sparked a passion within us to share our newfound knowledge, particularly with our healthcare colleagues who face similar financial challenges.Together, my wife and I became licensed financial professionals and launched our own agency. I eventually transitioned out of nursing to run our agency full-time, and since then, we’ve helped hundreds of healthcare professionals secure their financial futures.Today, we're not only assisting healthcare workers with personalized financial planning but also offering them opportunities to start their own businesses in financial services. Whether it's creating an additional income stream, planning an exit strategy from nursing, or making a meaningful impact on families, we provide the tools and support for success.If you're looking for a complimentary financial consultation or interested in joining our growing team, feel free to connect!
Current workplace
James Adams's current company
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World System Builder
6 roles
James Adams work experience
A career timeline built from the work history available for this profile.
Marketing Director
Trendsetters Financial
Financial strategist and retirement specialist. I provide free financial education with a focus on healthcare professionals.
Sep 2019 - Nov 2022
Aug 2018 - Jun 2020
Jun 2018 - Aug 2018
Registered Nurse
Northbay Medical Center
• Provide excellent nursing care to patients in need of acute and critical care• Monitored patient’s telemetry and interpreted EKGs• Participated in the healthcare management team to implement plan of care for patients and facilitate discharge• Advocated for patients and coworkers• Monitor chest tubes, PCA pumps, heparin drips, tube feedings, intake and output, daily weights, acute/chronic arrhythmias and actively intervened• Educate patients and family members of disease process, lifestyle changes, diet modifications, and overall promotion of health.
Apr 2016 - Apr 2018
Registered Nurse
Alameda Health System - Highland Hospital
• Provide quality nursing care to patients requiring continuous telemetry monitoring, patients experiencing alcohol withdrawal/drug overdose, pre and post-surgical patient• Participated in coordinating discharge planning and home health with physicians, social workers, case managers, physical therapist, occupational therapists• Served as a patient advocate• Monitor chest tubes, PCA pumps, heparin drips, tube feedings, intake and output, daily weights, acute/chronic arrhythmias and actively intervened• Report symptoms and changes in patients’ condition and actively intervened• Counseled patients and family members on the promotion and maintenance of health and disease prevention through health teaching
Jul 2015 - Mar 2016
Team & coworkers
Colleagues at WORLD SYSTEM BUILDER
Other employees you can reach at worldsystembuilder.com. View company contacts for 558 employees →
CG
Celeste Glorielle Calla
Colleague at World System BuilderChicago, Illinois, United States
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JG
Jc Garcia
Colleague at World System BuilderFremont, California, United States
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BF
Bryston Fleming
Colleague at World System BuilderDallas, Texas, United States
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JG
Jennifer Gornal
Colleague at World System BuilderRiverside, California, United States
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FC
Frances Cornier
Colleague at World System BuilderDallas-Fort Worth Metroplex, United States
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GY
Guangyong Yang
Colleague at World System BuilderMaumee, Ohio, United States
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MM
Maha Myl
Colleague at World System BuilderPenetanguishene, Ontario, Canada
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WR
Winnie Rose
Colleague at World System BuilderDublin, California, United States
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CD
Coleen Ducut-Encarnacion
Colleague at World System BuilderConcord, California, United States
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LA
Louis Agard
Colleague at World System BuilderPearl City, Hawaii, United States
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Celeste Glorielle Calla
Colleague at World System BuilderChicago, Illinois, United States
View →
JG
Jc Garcia
Colleague at World System BuilderFremont, California, United States
View →
BF
Bryston Fleming
Colleague at World System BuilderDallas, Texas, United States
View →
JG
Jennifer Gornal
Colleague at World System BuilderRiverside, California, United States
View →
FC
Frances Cornier
Colleague at World System BuilderDallas-Fort Worth Metroplex, United States
View →
GY
Guangyong Yang
Colleague at World System BuilderMaumee, Ohio, United States
View →
MM
Maha Myl
Colleague at World System BuilderPenetanguishene, Ontario, Canada
View →
WR
Winnie Rose
Colleague at World System BuilderDublin, California, United States
View →
CD
Coleen Ducut-Encarnacion
Colleague at World System BuilderConcord, California, United States
View →
LA
Louis Agard
Colleague at World System BuilderPearl City, Hawaii, United States
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1 education record
James Adams education
-
Samuel Merritt University
FAQ
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Quick answers generated from the profile data available on this page.
What company does James Adams work for?
James Adams works for WORLD SYSTEM BUILDER.
What is James Adams's role at WORLD SYSTEM BUILDER?
James Adams is listed as Financial Professional | Agency Owner | Specializing in Retirement, Wealth Protection & 401k Rollovers | Helping Clients Secure Their Financial Future & Agents Build Thriving Careers at WORLD SYSTEM BUILDER.
Where is James Adams based?
James Adams is based in San Francisco Bay Area, United States while working with WORLD SYSTEM BUILDER.
What companies has James Adams worked for?
James Adams has worked for World System Builder, Trendsetters Financial, Vallejo City Unified School District, St. Joseph Health, and Northbay Medical Center.
Who are James Adams's colleagues at WORLD SYSTEM BUILDER?
James Adams's colleagues at WORLD SYSTEM BUILDER include Celeste Glorielle Calla, Jc Garcia, Bryston Fleming, Jennifer Gornal, and Frances Cornier.
How can I contact James Adams?
You can use AeroLeads to view verified contact signals for James Adams at WORLD SYSTEM BUILDER, including work email, phone, and LinkedIn data when available.
What schools did James Adams attend?
James Adams holds Bachelor Of Science In Nursing, Nursing Education from Samuel Merritt University.
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