CA Insurance License #0H09586
James is President and CEO of Palm Coast Wealth Management. James is a Certified Financial Planner (CFP) and has been in the business since 2008. He is a seasoned Financial Planner with comprehensive experience in guiding individuals and businesses toward their financial goals.
With a deep-rooted passion for educating clients, James helps empower his clients to make informed decisions. James has cultivated a reputation for providing comprehensive and strategic financial advice tailored to individual needs. His extensive expertise spans investment management, retirement planning, income planning, estate planning, insurance planning, and risk management. James believes in a holistic approach, working closely with clients to understand their goals, needs, and aspirations in crafting personalized financial roadmaps to achieve them.
Throughout his career, James has demonstrated a commitment to excellence and a dedication to staying abreast of the ever-evolving financial landscape. His astute insights, coupled with a client-centric focus, have earned him a high level of trust within the industry.
James is driven by a mission to demystify complex financial concepts, ensuring clients feel confident and empowered in their financial decisions. His wealth of experience and dedication make him a valuable asset to anyone seeking financial stability and growth.
Words I Live By
Education Empowers
You Should Know…
James is happily married to his wife, Teresa, and together they have 5 kids. He and his family love spending time at the beach. Between his kids’ school and their sports, there is never a dull moment in the Selu Household.
My Literary Love
Count of Monte Cristo
The Best Getaway
Kauai, Hawaii
My OneSeven Reason
They believe in quality not quantity