James Pak Email
Partner, Private Wealth Manager @ Creative Planning
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James Pak Location
- El Dorado Hills, CA, US
James Pak Work
- Partner, Private Wealth Manager @ (November 2023 - Present)
- Private Wealth Manager @ (October 2018 - Present)
- Wealth Planning Associate @ (April 2016 - August 2018)
- Private Client Banker @ (March 2012 - April 2016)
- Tax Associate @ McGladrey (January 2011 - December 2011)
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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