Jim Peters - Portfolio Solutions as California Financial Advisor Jim Peters is a Southern California financial advisor who delivers client-centered estate, tax, and retirement income planning services. Conversant in charitable giving strategies, he is committed to enabling people of wide-ranging ages and backgrounds to achieve lifestyle objectives. Jim Peters' financial advisor services encompass individuals, business owners, and families of high net worth. After earning a marketing degree in 1988 at Biola University, Mr. Peters held executive roles at wealth management firms. He earned the Court Of The Table Award and the Leader's Conference Award, confirming his achievement in the financial services industry. He holds certifications as a chartered life underwriter and a chartered financial consultant and has extensive knowledge of integrating insurance products into portfolio allocations. Mr. Peters excels at communication and collaborates with clients to design plans that minimize taxes and optimize earnings potential. Whether it's saving for the kids' post-secondary education or ensuring that heirs are well provided for in case of disability, critical illness, or death, he strives to balance insurance and investment holdings judiciously.