James Eddy Location
- Santa Monica, CA, US
James Eddy Work
- 2005 - now Sales Vice President @ Pacific Southwest Financial
- 2005 - now Director of Wealth Planning @ Pacific Southwest Financial, A Capitas Financial Partner
James Eddy Education
- UCLA Extension
Certificate (Personal Financial Planning, Financial Advisory)
2010 - 2010 - University of Nevada-Las Vegas
Bachelor’s Degree (BS, Hotel Administration)
2000 - 2002
James Eddy Skills
- Long Term Care Insurance
- IRAs
- Retirement
- Wealth Management
- Estate Planning
- Insurance
- 401k
- Leadership
- Program Management
- Nursing
- Investments
- Retirement Planning
- Financial Planners
- Life Insurance
- Term Life Insurance
- Long Term Care
- Series 7
- Marketing
- Strategic Financial Planning
- Healthcare
- Employee Benefits
- Disability Insurance
- Mutual Funds
James Eddy Summary
- James Eddy, based in Santa Monica, CA, US, is currently a Sales Vice President at Pacific Southwest Financial. James Eddy brings experience from previous roles at Pacific Southwest Financial, A Capitas Financial Partner. James Eddy holds a 2010 - 2010 Certificate in Personal Financial Planning, Financial Advisory @ UCLA Extension. With a robust skill set that includes Long Term Care Insurance, IRAs, Retirement, Wealth Management, Estate Planning and more. James Eddy has 1 emails and 1 mobile phone numbers on RocketReach.
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