James Simonaro

James Simonaro

Financial Advisor

CFP®, EA

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James’s Locations

340 E Clark Ave
Orcutt, CA 93455
(805) 937-4556
214 E. Branch Street, Suite B
Arroyo Grande, CA 93420
(805) 937-4456
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About James

James moved into the financial sector to pursue his passion for helping others achieve their financial goals after spending time in the retail industry. James joined Wealth Enhancement Group in 2021 through the Vivid Financial Management acquisition. James uses his skills and his qualifications to help lead the team in implementing the practical benefits of computer science to the business. James’ strong sense of community and lifelong ties to the local area contribute to the connection he builds and maintains with both clients and colleagues. It’s a little-known fact that James is left-handed, but he learned to write right-handed due to a childhood injury to his right arm. James enjoys spending time with his wife and daughter in their neighborhood, but he dreams of having a “endless summer” moment with a surfing trip to remote parts of Costa Rica.

Education

  • BS, Business Information Systems, California Polytechnic State University, San Luis Obispo

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Insights from James

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Trusts & Inheritance

4 Common Types of Spousal Trusts

Explore the benefits of spousal trusts in estate planning. Learn how A Trusts, QTIPs, Bypass Trusts, and SLATs can protect your assets and reduce estate taxes.
James Simonaro Apr 20, 2026
Couple Walking in Vineyard with dog
Why Wealth Enhancement

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Our advisory teams work best with households that have $500,000 or more in investable assets.

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(Weekdays 8am–6pm Central)

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