Jim Decota Location
Petaluma, CA, US
Jim Decota Work
- 2023 - now Managing Director @ Choreo
- 2016 - 2023 Owner and Principal @ Enso Wealth Management
- 2016 - 2023 Principal @ Enso Wealth Management
- 2014 - 2016 Owner @ DeCota Wealth Management
- 2003 - 2014 Financial Advisor @ Edward Jones
- 1999 - 2002 Supervising Senior Accountant @ Armanino Mckenna
Jim Decota Education
- Saint Mary's College of California1995 - 1999
- St. Vincent De Paul High School1991 - 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
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 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 3 emails on RocketReach.
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Others Named Jim Decota
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Jim Decota
Managing Director at Choreo
Petaluma, CA, US31 -
Jim Decota
Financial Planner at Edward Jones
Petaluma, CA, US22
Top Choreo Employees
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Jason van de Loo
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Molly McMillin
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Marissa Fox-Foley
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Boston, MA, US23 -
Jonathan Row
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Scott Krowczyk
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Mark Biegel
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Matthew Gotlin
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Nick Bertozzi
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Midlothian, VA, US23 -
Larry Miles
Executive Vice President at Choreo
Charlotte, NC, US35+ -
David Winslow
Managing Director at Choreo
Charlotte, NC, US45 -
Jim Decota
Managing Director at Choreo
Petaluma, CA, US31 -
Tony Spano
Managing Director at Choreo
Potomac, MD, US34 -
Jeffrey Ramsey
Managing Director at Choreo
Minneapolis, MN, US24
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