Trusted Financial Advisor

Mr James B Olmore CFP

Mr James B Olmore CFP

Mariner Wealth Advisors

10357 Red Cedar Pl, San Diego, CA

90% Trust Score
Is this your profile? Log in to update your information if anything is incorrect.
Compensation
None Provided
Min. Assets
$1,000,000
Languages
English
License
Not Validated

Areas of Expertise

Charitable Giving, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Intergenerational Planning, Investment Management, Small Business Planning, Socially Responsible Investments

Client reviews 1 published

1 Favorable
0 Unfavorable
0 Neutral
Client
May 12, 2020
Favorable

Certified Trusted Financial Advisor