Impartial advice helping you build a stronger financial foundation.
JAMES R GEARY
FINANCIAL ADVISOR
What I do
​
-
Discuss what assets you have, what you want to do, and how I can help.
-
Review your use of IRAs, SEPs, 529's, Roth IRAs, 401(k)'s and 403(b)'s.
-
Help you to compare your investment returns to the total stock market.
-
Discuss asset allocation, risks and rewards.
-
Review your return on cash investments.
-
Look for ways to save money on your taxes.
-
Help you prepare for your long-term financial success.
-
Give honest straight forward, long-term recommendations.
-
Advocate low-cost solutions.
-
Offer simple, understandable suggestions.
-
Offer recommendations that are generally conservative in nature.
-
Bill you for my time.
What I do not do
​
-
Sell investments.
-
Sell annuities.
-
Sell insurance.
-
Sell real estate.
-
Pick stocks.
-
Predict the direction of the stock market.
-
Predict the direction of interest rates.
-
Receive commissions.
-
Prepare tax returns.
-
Prepare trusts.
-
Offer complex strategies.
-
Offer get rich quick ideas.
About me
Retired CEO of company with operations in hospitality, real estate and insurance; 950 employees.
Managed security portfolios totaling $375M.
Ernst & Young Alumni.
BS - California State University, Northridge
MBA - University of Redlands
Certified Public Accountant – California & Nevada
Licensed Real Estate Broker – California & Nevada
Series 7 Stockbroker license (expired).
CONTACT ME
James R Geary, Financial Advisor
©2023 by James R Geary, Financial Advisor