I grew up in a blue collar household in Fremont, CA. My parents did what they could to provide for me while on a tight budget. As the first member of my family to graduate college, I started my career path toward financial advising at Safeway, eager to make the business units I supported a success.
In middle school, my parents divorced; they divided assets, and each continued their employment. As an adult, both my parents retired. While their circumstances left them financially equal upon separation, their paths to retirement diverged. My father benefited from financial advice that prepared him for retirement; my mother did not. This milestone led me to realize that the skills I used to support executives could have the same impact on individuals and their financial futures.
PARTNERING ON YOUR JOURNEY
It's important to invest my time upfront to build a shared understanding of your goals and timeline before recommending an investment approach; every strategy we offer and solution we suggest is based on what matters to you. Our comprehensive process enables our clients to address five key areas; making smart financial decisions, mitigating taxes, caring for heirs, insuring assets and optimizing charitable giving. We partner with your network of CPAs, attorneys and other professionals to ensure we holistically serve your objectives.
I am proud to live locally in Danville with my wife, Kate. I treasure our small business community, and serve as a member/ board member on the Danville and San Ramon Chambers of Commerce. On days off, you may find me on a golf course; the fresh air, scenery and socialization recharges me. My branch office administrator, Lori Percoco, is also native to Fremont; she enjoys spending time with her children and playing cards with friends.
- Estate & Legacy Strategies
- Retirement Income Strategies
- Wealth Strategies
- Business Retirement Plans
- Divorce Finances
- Employee Stock Options
My Personal Interests
- Active Lifestyle
- Sports Enthusiast
- Health & Nutrition
Office Address3472 Camino Tassajara
Blackhawk Safeway Shopping Ctr
Danville, CA 94506
Phone NumberJames Bassett at (925) 648-2590
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