A real relationship Helping you pursue your life's goals
James Joseph Shea, CFP®
Senior Vice President - Wealth Management
International Private Wealth Advisor
Senior Portfolio Manager
CERTIFIED FINANCIAL PLANNER™
619-557-2425
555 California Street
Suite 4650
San Francisco, CA 94104
Backed by the powerful platforms and solutions of one of the world's leading wealth managers, I can provide you with perspective that reaches across continents. You have access to resources and opportunities not only where you are but globally as well. With diverse international businesses, the advice and recommendations I deliver will always reflect our firm's understanding of how truly connected your investments are to the broader global economy.
My perspectives
Insights