James Orth

James Orth, CFP®, CRPC®, APMA® serves as a Regional Wealth Management Consultant at Capital Group since June 2022, focusing on Southern California and Hawaii. Prior roles include Internal Wealth Specialist at Ameriprise Financial Services, LLC from November 2019 to June 2022, and Financial Advisor at Capital Strategies, a MassMutual firm from May 2019 to November 2019. James also held financial planning positions at AXA Advisors, LLC and Ameriprise Financial Services, Inc., and began a career in finance as a Financial Planning Specialist at Randolph Brooks Federal Credit Union. Early experience includes roles at Johnny Carino's and Jack in the Box. James holds a B.B.A. Magna Cum Laude in Finance from The University of Texas at San Antonio and multiple financial planning designations from the College for Financial Planning.