CoverProfile

James Graham

Senior Advisor

BetterWealth

United States, California, San Jose

About Me

Jim Graham is a novice fly fisherman, and he’s learned that anglers must wait for the right moment to cast their line in the river. This patient effort requires the discipline to repeat the process even if one doesn't catch anything immediately. Jim likens this mindset to how investors need to wait for their investments to grow over time and resist the temptation to make impulsive decisions based on short-term market fluctuations. Jim has built his financial advising career based on his experience that success often comes to those who are patient, knowledgeable, adaptable, and disciplined just like the best anglers. Jim helps clients cultivate these values as they make good choices for se

View more

Profile Information

Senior Advisor

BetterWealth

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

San Jose

California

United States

Oct 17, 2025

Work Experience

BetterWealth

Senior Advisor
Sep 2003 - Present
Email: james@betterwealth.us

More profiles to browse

JL
Jodee Lownsbury
Director of Financial Planning
SS
Scott Stauffer
Principal
AH
Andrew Howard
Principal

You Might Like

ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
PG
Patricia Gee
Operations
Manhattan Family Office
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
PM
Prtima MISHRA1
Software Engineer
PA TEST