James Pak Email
Partner, Private Wealth Manager @ Creative Planning
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James Pak Location
- El Dorado Hills, CA, US
James Pak Work
- 2023 -now Partner, Private Wealth Manager @
- 2018 -now Private Wealth Manager @
- 2016 -2018 Wealth Planning Associate @
- 2012 -2016 Private Client Banker @
- 2011 -2011 Tax Associate @ McGladrey
James Pak Education
- California State University-Fullerton, Mihaylo College of Business and Economics
B.A. (Accounting)
James Pak Summary
- James Pak, based in El Dorado Hills, CA, US, is currently a Partner, Private Wealth Manager at Creative Planning. James Pak brings experience from previous roles at Creative Planning, UBS, JPMorgan Chase & Co. and McGladrey. James Pak holds a B.A. in Accounting @ California State University-Fullerton, Mihaylo College of Business and Economics. James Pak has 1 emails on RocketReach.
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