James Boss | Financial Advisor | Bend, OR | U.S. Bancorp Wealth Management

Jim Boss

Wealth Management Advisor
U.S. Bancorp Investments
CFP professional®

541.388.8742

Primary Office
1025 Nw Bond Street
Bend, OR 97703

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About Me

It is my pleasure to serve the financial needs of people in the Central Oregon area. I started in the financial industry in 1995 and became a Wealth Management Advisor in 2000. I hold a Bachelor of Science degree in economics and a Bachelor of Arts degree in finance from the University of St. Thomas in St. Paul, Minnesota. California Insurance License # 0K05630.

I want to make managing your finances as easy as possible for you. As your Wealth Management Advisor, I will partner with a Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.

I serve on the board of the Education Foundation for Bend-La Pine Schools.I also serve on the board of Bend Ice - USA Hockey Steering Committee. In my free time, I enjoy hockey, duck hunting and camping with my family.

Area of Focus

Investment Planning

Insurance Protection Planning

Retirement Plan Distribution Planning

Executive Compensation Planning

Business Succession Planning

Charitable Gifting Strategies

Executive/Trustee Planning

Legacy Planning

Goals Based Wealth Management

My Offices

About U.S. Bancorp Wealth Management

Whether you’re just starting out or have already achieved a certain level of wealth, our Wealth Management team can help you find ways to make your money work as hard as possible to help you work toward your goals. We offer comprehensive wealth management services including retirement and financial planning, investment management, trust and fiduciary services, and private banking from U.S. Bank. We also offer retirement and financial planning, investment management, and brokerage strategies from U.S. Bancorp Investments.