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Jim Dumbeck, CFP®

Jim Dumbeck, CFP®

Founding Partner

Jim Dumbeck is a CERTIFIED FINANCIAL PLANNER™ Practitioner and LPL Financial Advisor with Waddell & Reed.  He has over 37 years of experience in the financial industry, and focuses on working with individuals, families, and business owners to help make the most of their financial futures.  He has been licensed to offer securities since 1997.  Jim assists his clients in analyzing their financial situations, identifying and implementing a plan of action, and monitoring their progress, so they can pursue their financial goals.

As most financial goals deal with either the accumulation or preservation of wealth, Jim believes that education is the most beneficial way for people to understand and define what they want to accomplish with their money.  In order to help people develop the skills needed to make informed financial decisions, he has been teaching educational workshops throughout Southern California at various businesses, colleges, cities, and community centers for over 17 years.

Jim believes he has been successful as a financial advisor because he takes an active interest and truly cares about his client's financial goals and needs.