James Simonaro
Financial Advisor
CFP®, EA
Contact James
Team Office
James’s Locations
Orcutt, CA 93455 (805) 937-4556
Arroyo Grande, CA 93420 (805) 937-4456
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
What we’re thinking about
4 Common Types of Spousal Trusts
Newsroom and Resources
View AllKSBY: James Simonaro Interviewed on “California Launches College Savings Program for All Newborns”
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
Get your second opinion
Meet with us and get your complimentary, hand-crafted Wealth Blueprint to serve your financial goals.
Wealth Enhancement uses your information to respond to requests and share product and service information. You can unsubscribe at any time. Review our Privacy Policy for more information.