Jim Decota Email & Phone Number
Managing Director @ Choreo
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Jim Decota Location
- Petaluma, CA, US
Jim Decota Work
- Managing Director @ (January 2023 - Present)
- Owner and Principal @ Enso Wealth Management (August 2016 - January 2023)
- Principal @ Enso Wealth Management (August 2016 - January 2023)
- Owner @ DeCota Wealth Management (March 2014 - August 2016)
- Financial Advisor @ Edward Jones (March 2003 - March 2014)
- Supervising Senior Accountant @ Armanino Mckenna (September 1999 - October 2002)
Jim Decota Education
- Saint Mary's College of California
Bachelor's degree (Accounting)
1995-1999 - St. Vincent De Paul High School 1991-1995
Jim Decota Skills
- Financial Advisory
- Investments
- Strategic Financial Planning
- Wealth Preservation Planning
- Asset Allocation
- Portfolio Management
- Stock Market
- Wealth Accumulation Strategies
- Intergenerational Wealth Transfer
- Bond Markets
- Wealth Management
Jim Decota Summary
- Jim Decota, based in Petaluma, CA, US, is currently a Managing Director at Choreo. Jim Decota brings experience from previous roles at Enso Wealth Management, DeCota Wealth Management and Edward Jones. Jim Decota holds a 1995 - 1999 Bachelor's degree in Accounting @ Saint Mary's College of California. With a robust skill set that includes Financial Advisory, Investments, Strategic Financial Planning, Wealth Preservation Planning, Asset Allocation and more. Jim Decota has 2 emails on RocketReach.
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