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Jim Dumbeck, CFP®

Jim Dumbeck, CFP®

Founding Partner

Jim Dumbeck is not just your average financial planner – he's a CERTIFIED FINANCIAL PLANNER™ Practitioner and LPL Financial Advisor with over 39 years of industry expertise under his belt. Specializing in guiding individuals, families, and business owners toward securing their financial futures, Jim is dedicated to helping clients maximize their financial potential.

Licensed to offer securities since 1997, Jim brings a wealth of knowledge to the table. He excels in analyzing financial landscapes, crafting tailored action plans, and diligently monitoring progress to ensure clients stay on track to achieve their goals.

Recognizing that education is paramount in empowering individuals to make informed financial decisions, Jim has been a dedicated educator for over 17 years. He regularly conducts workshops throughout Southern California, educating diverse audiences at businesses, colleges, cities, and community centers.

What sets Jim apart is his genuine care and active engagement in his clients' financial journeys. He's not just a financial advisor – he's a trusted partner committed to understanding and addressing each client's unique needs and aspirations.

In his free time, Jim finds joy in ballroom and swing dancing, exploring new destinations through travel, nurturing his garden, and cherishing moments with his wife, Mary Ann.