Inland Empire and Coachella Valley

Jim Ott (CA Insurance Lic #0808825) has been in the wealth management industry since 1990 which means he has seen many changes in both the financial industry as well as the economy as a whole. This wealth of experience gives him a long-range view of achieving client’s financial goals. An alumnus of the W. A. Franke College of Business at Northern Arizona University, Jim graduated with a bachelor’s degree in business management in 1984. Jim has been married to his wife, Krista, for 35 years and they share one son, Ian.

Jim specializes in estate and retirement planning as well as college education savings. He is currently licensed in California, Arizona, and Oregon. Jim understands that trust is the primary factor in dealing with clients and their family’s financial goals and objectives.

“My goal with my clients is to bring them the peace of mind that their financial goals are obtainable and show them the path needed to achieve these goals”.