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September 10, 2010 @ 07:43 PM

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AXA Advisors

Financial Consultant / Retirement Planning Specialist

After leaving the Navy in 1973, Jim completed his degree in Finance with minors in Accounting and Real Estate Finance. Having grown up in the Bay Area, Jim returned and has been providing financial consulting and investment services for individuals and small businesses since 1977. Jim continues to expand his knowledge of the industry and applicable theory to enhance his ability to serve his clients and has received the designation of ChFC (Chartered Financial Consultant) from the American College and a Certificate in Retirement Planning from The Wharton School at the University of Pennsylvania. Clients appreciate the time he takes to understand their needs and concerns, and how he incorporates that into helping them design a practical and effective financial strategy. Then, if it is suitable, as an investment advisory representative of AXA Advisors, LLC, and an agent of AXA Network Insurance Agency of California, LLC, he will recommend the appropriate products and services to help them execute their financial strategy. Jim is very active in and provides service to his community through membership in Rotary and other charitable organizations. California License #0533648

Newsletters

HOT TOPIC: What You Don't Know About Life Insurance

The common perception is that life insurance is primarily needed to help protect young families in the event that a major wage earner dies before the children are grown. The reality is that far more people either need or could benefit from owning the appropriate life insurance policy.

Investor Emotions and Where to Find Them

Anyone who has watched the stock market for any length of time knows it is subject to two key investor emotions: greed and fear.

Save the Date

There are several key retirement milestones tied to specific birthdays or ages. This quiz asks readers to identify several.

Inflation Gets Personal

The CPI attempts to measure the rate of inflation experienced by the average American, but this figure may not be entirely applicable to your situation.

More Newsletters →

Calculators

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

More Calculators →

Contact Info

Phone: (650) 967-7914

james.white @axa-advisors.com

Local Office | Branch Office

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