SHELLEY JAMES

With over two decades of experience in the financial planning industry, Shelley brings a wealth of expertise, precision, and dedication to her work. Known for her exceptional organizational skills and keen attention to detail, she plays a crucial role in ensuring clients receive timely, responsive service. Her commitment to client care is evident in her proactive approach to handling complex tasks and providing seamless administrative support, always with the goal of making clients’ financial lives easier.

Outside of work, Shelley is a proud mother of two and grandmother, deeply committed to fostering a healthy, active, and nurturing environment for her family. Balancing her professional life with her personal passions, she values the importance of family and well-being, and strives to create a positive impact in both her career and home life.

Credentials

Attended California Polytechnic of Pomona, CA