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James Weimer, CFP®

Advisory Services: Associate

Education, Certifications & Credentials

  • B.A. Economics/Business, Westmont College
  • Certified Financial Planner® Professional

Where I live
Santa Barbara

Originally from
San Jose, California

Playing/watching basketball, trying new foods, reading, exercise

Favorite quote
“Be the best version of yourself in anything you do. You don’t have to live anybody else’s story.” – Stephen Curry

Something I enjoy
Any type of Mexican food. Also coffee and pamplemousse La Croix.

Someone I admire
Steph Curry of the Golden State Warriors because he models a unique blend of humility and confidence, while being a committed husband, father, and teammate.

Something about WCF that makes me proud
The unique quality of the people who work here - specifically the commitment to improving every day to be of better service to our clients.