Jim has been in the wealth management business for over 20 years. He spent 10 years at Merrill Lynch and 5 years at Morgan Stanley. Jim's educational background consists of a Bachelor Degree in Economics from Cal State San Bernardino. Jim is a Managing Partner of Diligent Investors, LLC. He holds the series 7 and 66 securities licenses, as well as his California Insurance license. Jim is active in his Church and volunteers much of his time in his local congregation. During his spare time, Jim enjoys spending time with his wife, Liana, and their two daughters. He also enjoys reading, working out, and spending time outdoors.