About

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

Resources from James Simonaro

Topic

Current Clients

Contact me via email or me at the top of the page.

Your complimentary consultation

During your no-obligation meeting, you will:

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Get a second opinion on your financial situation

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Be matched with a Wealth Enhancement advisor

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Begin crafting a comprehensive financial plan

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