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Since 2002, James R. Peters has acted as a trusted Financial Advisor and Investment Manager to individuals, families, endowments, and corporations. With over ten years of experience managing investment portfolios and providing customized financial advice, he has personally assisted hundreds of people along their Prosperity Track.
He earned his BS from the University of Nevada, Las Vegas, majoring in both financial services and managerial finance. James holds Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®) designations.
He is an Illinois native and a die-hard Chicago Bears Fan. James currently resides in Henderson, Nevada with his wife Gina.
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