James Smith Email & Phone Number
Financial Advisor @ Gateway Financial Advisors, Inc.
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James Smith Location
- Walnut Creek, CA, US
James Smith Work
- Financial Advisor @ (February 2010 - Present)
- Financial Advisor @ Gateway Financial Advisors of Northern California (February 2010 - Present)
- Registered Investment Advisor Associate @ (April 2009 - Present)
James Smith Education
- U.C. Berkeley Graduate School of Business
Master of Business Administration (MBA) (Business, Management, Marketing, and Related Support Services)
1969-1971 - University of California, Berkeley
MBA (BUSINESS, MANAGEMENT, MARKETING, AND RELATED SUPPORT SERVICES)
1969-1971 - San José State University
Bachelor of Science (BS) (Business/Industrial Management)
James Smith Skills
- Working with strategic partners to assist busness/professional clients.
- Retirement Planning
- Retirement
- IRAs
- Fixed Annuities
- Investment Advisory
- Wealth Management
- Financial Advisory
- Financial Planners
- Strategic Financial Planning
- Estate Planning
- Life Insurance
- 401k Rollovers
- Insurance
- Portfolio Management
- Investment Management
- Investments
- Financial Planning
- Financial Services
- Hospitals
- Management
- Working With Strategic Partners to Assist Busness/Professional Clients
- Finance
- Research
James Smith Summary
- James Smith, based in Walnut Creek, CA, US, is currently a Financial Advisor at Gateway Financial Advisors, Inc.. James Smith brings experience from previous roles at Gateway Financial Advisors of Northern California and Cambridge Investment Research. James Smith holds a 1969 - 1971 Master of Business Administration (MBA) in Business, Management, Marketing, and Related Support Services @ U.C. Berkeley Graduate School of Business. With a robust skill set that includes Working with strategic partners to assist busness/professional clients., Retirement Planning, Retirement, IRAs, Fixed Annuities and more. James Smith has 1 mobile phone numbers on RocketReach.
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