Working toward your goals It starts with a strategic plan
James Tarantino
Senior Vice President - Wealth Management
Branch Manager
Private Wealth Advisor
Senior Portfolio Manager
Director
831-626-2320
Fig Garden Financial Center
5200 N Palm
Fresno, CA 93704
Understanding your life and what you want to accomplish is important to how we work together. UBS Wealth Way is an approach we take that starts by focusing on what’s most important to you. Then, I can organize your financial life into: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own. The clarity it provides can help you stay focused on your long-term goals, no matter what the markets are doing. See how.
My perspectives
Insights