Type Of Business:
Investment Management Company
Expertise:
Thirty-Three Years of Experience in Investment Management, Assisting Clients with Asset Management, Wealth Management and Distribution, Managing Social Security Benefits and Taxation, Devising Financial Strategies for Building
Major Product/SVS:
Investment Advisory, Investment Management, Trusts and Institutions, Private Accounts, Wealth Management, Account Management, Consolidated Online Reporting, Research Access, Secured Online Access to Accounts, Advanced Planning, Portfolio Design Services
Favorite Business Publication:
Investment Advisor, Industry-Related Publications
Hobbies/Sports:
Running, Baseball, Spending Time with his Black Labrador
Education Degrees:
Certified Financial Planner, College for Financial Planning; Certified Retirement Financial Advisor
Industry:
Executive of the Year in Investment Management
What do you feel separates you from the rest of the professionals in your industry?:
My experience separates me from others in the investment management industry.
What has been the most outstanding thing you have done thus far in your career?:
I enjoy assisting retirees manage their funds, helping to ensure that they will not run out of money during their golden years.
Extended Bio Profile:
As a well-known financial educator and advisor based in Irvine, CA, Leon James has been providing sound financial advice to Orange County residents for more than 25 years, with an emphasis on implementing efficient and innovative ways of increasing people’s investment performance and income by as much as 30%, while also reducing their tax exposure – in some cases as much as 50%.
Well versed with the needs of both the senior and baby-boomer markets, and a focus on retirement planning and rollover situations, Mr. James believes each individual’s case to be unique. As such, he listens carefully to understand their specific needs, avoiding any cookie-cutter approach to planning. Instead, Leon relies on his years of expertise and know-how in developing tailored, high-quality solutions that achieve his clients’ desires and life goals.
Currently, Leon is the Senior Financial Advisor for Anchor Capital Management Group, Inc., a private wealth management company specializing in conservative managed portfolios. Anchor Capital was recently named by South West Airlines “Spirit Magazine” as one of the 10 most dependable wealth advisors in Southern California. In addition, Leon is a respected author, most recently publishing articles titled “The IRA Distribution Tax Trap,” and “The Cost of Prescription Drugs Can Affect Income Planning.”
Further, he is also an honored member of the Cambridge Who's Who Registry of Executives and Professionals, and holder of the distinguished Certified Financial Planner (CFP®) designation, one of the most comprehensive and lengthy courses of study available to financial advisors demonstrating extensive knowledge in the areas of financial planning, tax planning, employee benefits and retirement planning, estate planning, investment management, and asset protection.
Leon makes his home in Laguna Niguel with his wife, Claudine, and their two daughters. In addition to serving on the board of his church, Leon and his wife also serve on a committee for Hope’s House, a non-profit organization that provides transitional housing for abused women and children. In his spare time, Leon enjoys spending time with his family, daily conditioning workouts and running with the other female of the house – their black Labrador, Bella.