Impartial advice helping you build a stronger financial foundation.
JAMES R GEARY
FINANCIAL ADVISOR
What I do
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Discuss what assets you have, what you want to do, and how I can help.
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Review your use of IRAs, SEPs, 529's, Roth IRAs, 401(k)'s and 403(b)'s.
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Help you to compare your investment returns to the total stock market.
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Discuss asset allocation, risks and rewards.
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Review your return on cash investments.
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Look for ways to save money on your taxes.
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Help you prepare for your long-term financial success.
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Give honest straight forward, long-term recommendations.
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Advocate low-cost solutions.
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Offer simple, understandable suggestions.
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Offer recommendations that are generally conservative in nature.
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Bill you for my time.
What I do not do
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Sell investments.
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Sell annuities.
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Sell insurance.
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Sell real estate.
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Pick stocks.
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Predict the direction of the stock market.
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Predict the direction of interest rates.
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Receive commissions.
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Prepare tax returns.
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Prepare trusts.
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Offer complex strategies.
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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