Capital Group
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.
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Capital Group
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Since 1931, Capital Group, home of American Funds®, has been singularly focused on delivering superior results for long-term investors using high-conviction portfolios, rigorous research and individual accountability. Today, Capital Group manages more than $1.7 trillion in equity and fixed income assets for millions of individual and institutional investors.