James Gracia | Financial Advisor | Colorado Springs, CO | U.S. Bancorp Wealth Management

Jim Gracia

CFP®
Wealth Management Advisor
U.S. Bancorp Investments

719.528.3524

Primary office
1520 Briargate Blvd
Colorado Springs, CO 80920

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About me

It is my pleasure to serve the financial needs of people in the Colorado area. I started in the financial industry in 1989.

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.

In my free time, I enjoy coaching baseball 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 advisor, 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 specialists offer banking, trust and investment support while our U.S. Bancorp Investments professionals focus on investments, planning and insurance.