Episode 39 – The Coach To Your Financial Plan with James Monroe
Podcast: Play in new window | Download | Embed
Subscribe: Spotify | TuneIn | RSS | More
A coach is somebody that’s in it with you, for you and looking out for your best interests.
In today’s episode Royal Standley introduces us to James Monroe, Financial Planner and Retirement Plan Specialist, who joined the team at Oregon Pacific Financial Advisors in March 2019. James shares how he got into financial services, what brought him to Oregon, the community projects he is passionate about and plenty more!
In this episode, you will learn:
- How James’ extensive background transitioned into insurance and financial services
- Why James is passionate about getting rid of financial illiteracy
- What his philosophy is when working with clients
- Why James believes in building succession plans and the best team for your long term needs
- And more!
Tune in now to meet James Monroe!
Resources: Oregon Pacific Financial Advisors | About James Monroe | Life by Design Episode 27 with James Monroe | Employer Sponsored Retirement Plans: Why a Financial Planner Helps | (541) 772-1116 | Schedule Online with James | Email James
Discussions in this show are for educational purposes only. The information presented should not be considered specific investment advice or a recommendation to take any particular course of action. Always consult with a financial professional regarding your personal situation before making financial decisions. The views and opinions expressed are based on current economic and market conditions and are subject to change. All investing involves risk, including the potential for loss of principal. Securities and Advisory Services offered through United Planners Financial Services, Member FINRA, SIPC. Oregon Pacific Financial Advisors and United Planners are not affiliated. United Planners and its representatives do not offer tax or legal advice.
CRD#: 5882437