Coastal Bridge Advisors
David James is a seasoned financial professional with extensive experience in wealth management and financial planning. Currently serving as Managing Director at Coastal Bridge Advisors since September 2016, James specializes in working with high net worth families to develop custom financial strategies, asset allocation, investment portfolios, and wealth preservation techniques. Prior to this role, James was the Managing Director at UBS from May 2011 to September 2016, where David was the founding partner of The Paragon Group and focused on personalized investment planning for a select clientele. James began a successful career as Managing Director at Oppenheimer & Co. from January 1995 to May 2011. David James holds a Bachelor of Arts degree in Business Economics from the University of California, Santa Barbara.
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Coastal Bridge Advisors
Coastal Bridge Advisors is a private wealth management firm designed to help you enjoy the rewards of your hard work, now and in the future. Our process is simple, comprehensive, and customized to your unique needs. We start by listening, working closely with you to help identify what you want, both financially and personally, today and in the future. Once we’ve helped you identify your goals, our team helps make sure you reach them. We’ve learned that for most of our clients, the best way to do this is to start with our thorough and customized Planning Process. Once you’re happy that the Planning Process has covered everything you need, we work closely with you to agree on the ideal course of action. Going forward, every meeting is tailored to your individual preferences which sets the stage for your client service experience as well as our ongoing relationship with you. If you would like to discuss our process, we would be happy to speak with you. The material by Coastal Bridge Advisors is for informational purposes only and not a substitute for personalized investment advice, recommendations, or solicitations of specific securities, strategies, or investment products. Actual economic or market events may differ from those presented. Advisory services are provided by Coastal Bridge Advisors, a registered investment advisor with the SEC. External materials on this site are provided for convenience. Coastal Bridge disclaims responsibility for, and does not control, recommend, or endorse, third-party sites, products, or services, nor their completeness, suitability, or quality.