Jim Peters

Irvine, California, United States
[email protected]
https://www.jim-peters.com/

As the founder of Grace Wealth Management Group, Jim Peters is an independent financial advisor with decades of experience creating, monitoring, and reviewing financial plans for clients. He worked for notable financial institutions before beginning his own firm in 2012. Jim Peters has achieved several honors as a financial advisor, including the Leader’s Conference Award, Court of the Table Award, and Million Dollar Round Table Award.

Mr. Peters emphasizes the need for comprehensive financial planning to clients. It is not just about planning for retirement, but rather ensuring they have enough to meet their short term, long term, and emergency needs. Hence, on top of retirement planning, he provides clients with tax efficient investing, estate planning, college planning, tax planning, insurance planning, and charitable planning services. He also guides clients on personal budgeting, debt management, and major asset purchases. Away from his firm, he is an independent broker affiliated with a financial institution in Irvine, California.

He is uniquely qualified as a financial advisor. He is certified as a Chartered Life Underwriter and Chartered Financial Consultant. He holds a degree from Biola University and is a member of the Society of Financial Planners.