James Conole (CFP®)

James Conole focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Business Owners
  • Entrepreneurs
  • Generation X
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

Have you ever met with a financial advisor before? If so, they may have started the meeting with a sales pitch on why you need whole life insurance. Or maybe they started showing you stock market charts until your eyes glazed over.

If you’ve experienced that before, you’re not alone. That’s what most people think financial planning is.

The foundation of the work we do is based on the fact that your situation is unique and the goals you have require more than cookie-cutter solutions.

Your money is a tool to help you accomplish what’s really most important to you. As we begin working with clients we start with a process-driven approach that’s designed to show you a clear path from where you are today to where you want to be.

NAPFA Start Date

April 30, 2018


This Office

125 South Hwy 101 Suite 101 Solana Beach, CA 92075 Phone: (760) 452-0720