James Deak, CFP®
A cornerstone of investment planning is the recognition that everyone’s life situation is unique. Personalized guidance is essential when creating the right investment plan for my clients. I work as part of a team-based model to custom-tailor a plan that’s right for you and your unique situation. Together, we then review it against your stated goals to help ensure we implement a plan designed to help meet your long-term objectives. I live in Walnut Creek, CA with my family. While away from the office I enjoy being involved with my son and daughter’s sports activities, reading biographies, traveling to USC football games and playing USTA Tennis Tournaments.
Professional Experience and Education
My experience includes managing assets for individuals, trusts, retirement plans, charitable organizations and businesses. I have been a Financial Advisor for over 20 years. Prior to joining Wells Fargo Advisors in 2011, I spent 9 years with Bank of America/Merrill Lynch as a Wealth Advisor and five years as a Financial Consultant with Salomon Smith Barney. I hold a Bachelor’s of Science degree from the University of Southern California and have also earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner designation from the College for Financial Planning.
CA Insurance License Number: 0C57406. Resident State CA.
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