|
|
|
|
The next two years were spent
with the US Army in Okinawa. Jim's Finance degree landed
him a position as Assistant Brigade Finance Officer. A
year later he was asked to serve as the Brigade General's Aide
de Camp. Those 24 months provided him an opportunity to
travel the Orient: Thailand, Hong Kong, Taiwan, Korea and
Japan. "It was a wonderful two years," Jim says.
Back to California in 1967, Jim
started his career as an insurance agent. In the early
1970s his focus shifted to retirement and health plans for small
businesses. Nine years later he was handling plans for 85
clients. At their urging, Jim obtained a securities
license in 1982, affiliating himself with an independent
broker-dealer. His focus had changed to providing
investments for clients' retirement plans.
A year later, Jim founded Just
Plans Etc. He enjoyed helping clients identify |
|
financial goals and implementing strategies
to achieve them. He continued to handle investment and
insurance matters, but with an emphasis on planning for
retirement. In 1991 he opted to replace commission-based
securities and insurance sales with a fee-based relationship
with clients. Jim selected the institutional side of
Charles Schwab & Co. as his back office and started to manage
client money for a fee. by December 1999, the transition
was complete. He retired from Royal Alliance to commit
100% of his resources and business time to fee-based investment
management.
Jim met his wife, Linda in 1967.
They married in 1969 and have one son, Zach, and sponsor 5
Compassion International children in Latin America, Africa and
Asia. "I do have a passion for my work, but at the end of
the day, honestly, it is all for the family, both immediate and
extended" Jim says. |
|
|
E-mail
Most of Jim's life has been spent in
the East bay of Northern California, moving there from Oregon in
1951. From Berkeley High (Class of '59) Jim headed off to
the University of California to pursue a career in Engineering.
He had no idea that five years later he would graduate from
Cal's School of
Business, having majored in Finance.
|
| |
|
E-mail
Barry is a Financial Advisor with
Just Plans Etc. Prior to joining the firm in 2010, Barry was a
Vice President with Charles Schwab & Co. in the company's $245
billion investment management division advising leading
investment advisors, banks, and other financial institutions on
investments. During his 15 years in the industry, Barry held
similar positions with the AXA Rosenberg Group, Neuberger
Berman, and Franklin Templeton Investments.
Barry's expertise lies in helping
people take control of their investments and finances so that
they live fuller lives and pursue their dreams. He is a
Certified Financial Planner™ professional, having earned a
Certificate in Financial Planning in 2004 and is an active
member of the Financial Planning Association of the East Bay as
well as the Estate Planning Council of Diablo Valley.
Born and raised in Northern
California, Barry graduated from Campolindo High School in
Moraga and earned a BA degree in Business Economics from U.C.
Santa Barbara. He lives in Concord with his wife and their two
young daughters. In their free time, they enjoy being active
outdoors and taking frequent trips to Lake Tahoe. Barry is an
accomplished cyclist, mountain biker and skier, and volunteers
with the Leukemia & Lymphoma Society and Rebuilding Together.
He founded
www.Chairs4Charity.org
in 2009 to help Bay Area charities and not-for-profits raise
money by providing them unique furniture to auction at
fundraisers. Chairs 4 Charity's chairs and benches are made
from salvaged lumber, skis and snowboards.
|
|
E-mail
Carolyn joined Just Plans in
September 2004, returning to the workforce after taking time off
to raise her children. After attending the University of
Wisconsin and majoring in Business, she spent 15 years managing
Client Service departments and Business Units in the financial
and data-processing fields.
Responsible for providing
administrative services to our clients, Carolyn is available to
answer questions you have regarding your relationship with Just
Plans. She provides interaction with Schwab support and is
in the office Monday through Thursday, 8:30am to 1:30pm.
Carolyn is not an Investment Advisor Representative.
Investment advice is provided only by Jim or Barry
Carolyn was born and raised in
Wisconsin and relocated to California after college. In her free
time, Carolyn stays busy with family and actively supports her
children's schools, music, sports teams and many extra
curricular activities. She is a Board member of a local
non-profit foundation, raising funds to enhance music education
in the public schools attended by her children. Carolyn enjoys
traveling, the outdoors and any opportunity to get away with her
family.
|
|
E-mail
Mary joined Just Plans in September
of 2007. She has worked in the financial services arena on a
part time basis for 17 years while raising her children. She is
currently working on the coursework required for the CFP
designation. She holds a degree in Economics from the
University of California at Santa Barbara and is a student
member of the FPA. Responsible for
providing general administrative services to our clients, Mary
is also available to answer questions you have regarding your
relationship with Just Plans. She maintains our database,
processes client communications, and assists in completing risk
questionnaires. She provides interaction with Schwab
support and is in the office Monday through Thursday, 9:30am to
1:30pm. Mary is not an Investment Advisor Representative;
investment advice is provided only by Jim or Barry.
Mary is a Bay Area native and currently lives with her family in
Walnut Creek. She volunteers at the schools her children
attend, is an active member of her church and enjoys traveling
and spending time with her extended family and friends. |
|
Just Plans Etc., 1399 Ygnacio Valley Rd., Ste. #24, Walnut Creek, CA 94598
Tel: 925.988.0330
Contact Us
|
