
financial advisor in Concord James Choi
925.942.9411
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About me
It is my pleasure to serve the financial needs of people in the East Bay and Contra Costa areas. My experience in the financial industry started in 2008 and I became a financial advisor in 2018. I hold a Bachelor of Arts degree in business administration from California State University East Bay. I am fluent in Cantonese and Mandarin. California Insurance License 0G36413.
I want to make managing your finances as easy as possible for you. As your financial advisor, I will partner with a Wealth Management 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.
In my free time, I enjoy physical fitness, basketball and spending time 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 Wealth Management from U.S. Bank and U.S. Bancorp Investments
Our integrated wealth management approach gives you access to a dedicated wealth professional, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank wealth specialists offer trust and estate and wealth management banking services while our U.S. Bancorp Investment professionals provide wealth planning, investments and insurance support.