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

James Graham
Senior Advisor
BetterWealth
United States, California, San Jose
About Me
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
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