James Olmore CFP®
16427 N Scottsdale Rd, Suite 395
Scottsdale
AZ
85254
Professions
Financial Planner
About Me
Workshops Offered
Allocation & Modern Portfolio Theory
Budgeting
College Planning
Estate Planning
Exploring Your Options for a Quality Retirement
Getting Fiscally Fit
Financial Blunders
Getting Your Financial House in Order
Social Security Explained
Investing Basics for Women
Investment Concerns in a Fragile Market
Issues of Aging Parents
Legal Lessons for Life
Taking Control of your Cash - Addressing Debt
Strategies for a Sustainable Income in Retirement
Understanding 401k Rollovers
Understanding Critical Disability Issues
Women Approaching Retirement and Beyond
Financial Behavior
Medicare
Healthcare during retirement
James (Jim) Olmore is responsible for helping clients live their best financial lives at United Capital Financial Advisors. Jim helps provide comprehensive solutions to give clients the confidence and freedom to pursue their priorities and goals so that they have more time to focus on what matters most.
Prior to joining the firm, Jim was the VP of Business Development at a large wealth management firm, where he provided sophisticated investment solutions and planning services to clients.
Jim received his Bachelor of Arts degree in Political Science from the University of California, Los Angeles, and his Master in Business Administration degree from the University of Southern California. He is also a CERTIFIED FINANCIAL PLANNER™ practitioner.
A dedicated husband and father, James enjoys golfing with his wife and three children and volunteering in his local community.