James Weimer, CFP®, has a diverse background in financial services and management, currently serving as an Associate and Financial Planning Analyst at West Coast Financial since May 2016. Prior experience includes roles as an Independent Insurance Agent at J.W. Term Life and a Financial Associate at Cetera Advisor Networks LLC, where emphasis was placed on financial education for the Santa Barbara community. Additionally, James acted as Business Manager for the Potter's Clay Student Organization at Westmont College, overseeing financial operations to support community-building efforts in Ensenada, Mexico. Educational credentials include a Bachelor's Degree in Economics/Business from Westmont College and an Associate of Arts in Business Administration from Foothill College.
Sign up to view 0 direct reports
Get started
This person is not in any teams