James Simonaro

James Simonaro

Associate Financial Planner | Arroyo Grande, California, United States

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Work Experience

Wealth Enhancement Group

Associate Financial Planner

2022-01-01 — Present

Vivid Financial Management, Inc.

Financial Planning and Operations

2019-12-01 — 2022-01-01

Doc Burnstein's Ice Cream Lab

Chief of Retail Operations

2018-06-01 — 2019-12-01

Tesla

Leadership Development Internship

2017-06-01 — 2017-09-01

Doc Burnstein's Ice Cream Lab

Regional Director

2013-10-01 — 2018-06-01

Skills

financial planning investment management tax strategies risk management insurance estate planning group retirement plan consulting retirement income planning

Languages

English