As an Edward Jones financial advisor, I have the opportunity to build lasting relationships with my clients and thoroughly understand the goals they are working towards. This allows me to identify my clients' unique needs and provide personalized support, as no two situations are the same. This customized approach empowers my clients to achieve sustainable financial success by creating a clear, easy to understand path to their individual goals.
I have lived in Tustin Ranch, CA with my wife, Julia, and dog, Nicki, since April 2018. We love traveling, hiking, riding our beach cruisers and everything else outdoors. As a native southern Californian, my primary focus is to support my neighbors to the best of my ability. I am an ambassador of my local Chamber of Commerce and a member of my local Rotary chapter, allowing me to give back to the amazing community in which we live.
With experience in both personal and business investing strategies, I am uniquely positioned to support my clients across all of their financial goals. Whether planning for personal retirement, facilitating a retirement plan for your business, creating efficient income streams during retirement, or planning for loved ones' education, we work together to create a comprehensive plan to encompass all wealth management initiatives.
Office Address7510 E Chapman Ave Suite B
Orange, CA 92869
Phone NumberJames Hass at (714) 639-3165
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 05:00PM|
|Sat||By Appointment Only|
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