Attorney / Client Fee Disputes
Auto Accident Settlements / Negotiations
Banking & Financial Services Expert Witness
Business / Business Disputes
Business / Customer Disputes
Business / Employee Disputes
Coaching / Consulting
Copyright / Patents / Trademarks
Divorce Planning / Separation / Family Matters
Employment Salary / Benefit Negotiations
Entertainment & Professional Sports Negotiations
Financial Services / Credit / Investing / Lending / Planning
Individual / Individual Disputes
Influencers / Brand Ambassador / Management
Inheritance Planning / Investing / Taxes
Patient / Medical Malpractice Disputes
Personal Injury Settlements
Prenuptial / Postnuptial Negotiations
Real Estate Transactions & Realtor / Client Fee Disputes
Recently Widowed Coaching
Wills / Trusts / Probate - Estate Administration Disputes
Accident, Life, Health Insurance License
Arbitrator - Non Lawyer
Business Consultant Certification
Certified Financial Planner CFP® ID: 474824 - candidate for CFP
CFA Society of Orange County Member
Chartered Asset Manager® CAM®
Chartered Financial Manager® ChFM®
Chartered Portfolio Manager® CPM®
Chartered Wealth Manager® CWM®
Divorce Coach Certification
Expert Witness - Financial Services
Financial Industry Regulatory Authority FINRA - Arbitrator
Life Coach Certification
Mediator Certification
National Notary Association Member
Portfolio Manager Certification
James R. Wigen has worked in Financial Services since 1996, earning many industry credentials & designations. He specializes in Consulting & Coaching, Private Portfolio Management, Wealth Management, Financial & Retirement Planning, Divorce Planning, Insurance Products, Lending, Credit & Fiduciary Services for Individuals, Businesses & Nonprofit Organizations.
Entrepreneurship has played a key role in James life since 1988, when he started his first business at 17 years old.
After college, he started several businesses with a variety of specialties including, E-Commerce & Social Networking websites, Credit Repair & Counseling, Real Estate Investing as a Landlord, Investment Advisory Firm, and Marketing Company.
In 2007, James started his own 501(c)3 Tax-Exempt Nonprofit Organization. In addition, he enjoyed the role as Director, President & Treasurer for a Private Family Foundation from 2007-2021.
Southern California - Los Angeles County, Orange County & San Diego County
Nationwide: Meetings held via Zoom or Similar
Believe In Your Dreams Foundation 501(c)3 - Founder
Beverly Hills Bar Association - MFA Program Arbitrator Panel
CA Lawyers For The Arts - Arbitrator & Mediator Panel
MicroMentor.org - Business Owner Mentor Program
National Conflict Resolution Center NCRC - Mediator
Orange County Bar Association - MFA Program Arbitrator Panel
Orange County Superior Court Small Claims - Mediator
San Diego County Bar Association - MFA Program Arbitrator Panel
The State Bar of California - MFA Program Arbitrator Panel
Truth About Your Credit Score
What It Means To Be Self-Employed, It’s Not For Everyone
Your Financial Lifecycle
Marquis Who's Who in America - Member
National Syndicated Radio Show - "Get Wealthy & Stay Wealthy”
On Screen Extra - Castle Rock movie, Little Big League
University of Minnesota - Business Management & Marketing
James worked full-time in college with New York Life Insurance & Minnesota Twins Baseball Club, while taking classes online and through night classes.
James has taught Noncredit and Continuing Education classes with a focus on Business, Insurance, Investment, Legal, Mediation & Real Estate classes through Small to Mid-Size Businesses, Community Colleges, Universities & Osher Lifelong Learning Institute or OLLI since 1998.
When James is not working, he spends his time golfing, attending sporting events, traveling, and volunteering as a Mediator & Arbitrator for several organizations.
2005 – Present, James founded a Registered Investment Advisor or RIA firm in Texas. In 2013, James moved his firm under another Registered Investment Advisor firm with their home office in Tampa, FL, member with FINRA / SIPC.
As of January 2024, James and his RIA partners have over $11.5 billion assets under management. James specializes in Custom Portfolio Management, Wealth Management, Business Consulting, Financial & Retirement Planning, Divorce Planning, Insurance Products, Estate & Inheritance planning, Lending & Fiduciary Services for Individuals and Businesses.
Custodial providers for client assets are through Charles Schwab & Fidelity Investments.
2000 – 2005 Prudential Securities, Dallas, TX branch. James role as a Financial Advisor focused on High Net Worth & Ultra High Net Worth clients, holistic Financial Planning approach and proper risk managed investment allocations, managing discretionary client accounts as acting Portfolio Manager, and Branch Coach for Financial Advisor Training Program.
James responsibilities as Branch Coach included, recruiting, interviewing, training, overseeing the daily operations of 15-25 Financial Advisors involved in the Training Program, while managing his own book of business.
1996 – 2000 Merrill Lynch, Irving, TX branch. James started in the 24 month Financial Advisor Professional Development Program PDP, after 17 months graduated early from the program and was asked to become Leader of PDP. James managed 10-25 Financial Advisor trainees, while running his own book of business.
As a Financial Advisor, he focused on High Net Worth & Ultra High Net Worth clients, implemented a holistic Financial Planning approach, Estate Planning solutions, and proper risk managed investment allocations as acting Portfolio Manager.
Video Starts at 4 minute mark - Zoom Presentation about Selling Covered Call Options to generate more investment income to Retired Investors - video 1.5 hours long - Sr. Portfolio Manager & Sr. Wealth Manager since 1996
Video Archives - A short 4 minute video about whether you should take investment advice from popular Radio & TV Personalities - 2017 - Sr. Portfolio Manager & Sr. Wealth Manager since 1996
Video Archives - A short 5 minute video about whether you should consider buying Index Funds - 2017 - Sr. Portfolio Manager & Sr. Wealth Manager since 1996
Video Archives - A short 6 minute video about what you may consider before Buying Mutual Funds - 2017 - Sr. Portfolio Manager & Sr. Wealth Manager since 1996
Video Archives - A short 4 minute video about what you may consider before Buying a Stock - 2017 - Sr. Portfolio Manager & Sr. Wealth Manager since 1996
Video Archives - A short 6 minute video about whether you should consider buying Annuities - 2017 - Sr. Portfolio Manager & Sr. Wealth Manager since 1996
Video Archives - A short 5 minute video about what to consider when buying Life or Long-Term Care Insurance - 2017 - Sr. Portfolio Manager & Sr. Wealth Manager since 1996
Copyright © 2024 ExpertNeutral.com - All Rights Reserved.
Powered by America Uniites