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.
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Looking for a different James Pak?
Find contact details for 700 million professionals.
Others Named James Pak
James Pak
Vice President, Technology Development, Memory Solutions
San Jose, CA, US
James Pak
Software Development Engineer (Contract)
Seattle, WA, US
James Pak
Staff Machine Learning Engineer II
Seattle, WA, US
James Pak
Senior Manager, IT Procurement
Columbus, OH, US
Top Creative Planning Employees
Daniel Bruns
COO Retirement Services, Head of Participant Advice
Chicago, IL, US
Nick Jacobson
Chief Marketing Officer
Overland Park, KS, US
Jason Edmonds
Managing Director, Partner
Lawrence, KS, US
Rodney Balbuena
Managing Director
Los Angeles, CA, US
Tom Demko
Managing Director
Beverly Hills, CA, US
Lawrence Tynes
Managing Director | Sports
Overland Park, KS, US
Peter Mallouk
President and Chief Executive Officer
United States
Chatten Scruggs
CTO
Leawood, KS, US
Thomas Panoplos
Managing Director
Northbrook, IL, US
Tamara Lowenberg
Managing Director
Sacramento, CA, US
Stacey Velez
Managing Director
Martinez, CA, US
Jeff White
Managing Director
California, United States
Dave Kaye
Chief Financial Officer
Kansas City, MO, US
Gary Disalvo
Managing Director
St. Louis, MO, US
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups. 
Search the #1 Contact Database
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension. 
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API. 
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co