JAMES YUKA, CRPC®
Principal
I will partner with you to understand your circumstances and objectives to develop a personalized plan that provides a concise approach to help you pursue your goals. I will provide clarity on your specific investment strategy, thereafter, schedule periodic portfolio reviews and make adjustments based on changes in your circumstances and financial markets to help keep you on track. My goal is to help you feel confident that you are on the appropriate course to pursue your goals by working together on an ongoing basis.
James acquired the Chartered Retirement Planning Counselor (CRPC®) designation from the College of Financial Planning, holds the Series 7 and Series 66 securities licenses held with LPL Financial, and Life & Variable Annuity insurance licenses. He received a bachelor's degree from Rutgers University.
James resides in his hometown of Point Pleasant where he enjoys golf, soccer, volleyball, Rutgers football & basketball. He enjoys spending time with his wife Jennifer, his two children, Tenley & Cameron, and their dogs.
CRPC® conferred by the College for Financial Planning.