Trusted Financial Advisor

Mr James Caleb Silsby CFP

Mr James Caleb Silsby CFP

whittier trust company

1600 Huntington Drive, 1600 Huntington DriveSouth Pasadena, CA

90% Trust Score
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Compensation
Fee Only
Min. Assets
$10,000,000
Languages
English
License
Not Validated

Areas of Expertise

Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Estate Planning, Investment Management, Sudden Wealth Management, Wealth Management

Client reviews 1 published

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

Certified Trusted Financial Advisor