Broker Check
James Pierik

James Pierik

CFP, ChFC, AIF, CDFA

James Pierik is an independent advisor with nearly four decades of experience. He specializes in helping, business owners, retirees, and women accumulate and preserve wealth.

He is a committed steward and a lifelong financial partner who truly cares for his client’s overall well-being. He focuses on understanding a client's unique needs, helping them plan for their future, avoid unnecessary risk and retiring in comfort. He creates personalized strategies to address specific needs, implements tailored solutions and meets regularly to review and monitor progress. He helps clients make well thought out and prudent financial decisions with confidence. 

An honors graduate from the University of San Diego with extensive industry specific studies. He has achieved designations including CERTIFIED FINANCIAL PLANNER professional (CFP®) from the College of Financial Planning—Denver, Colorado., Chartered Financial Consultant (ChFC®) from American College—Bryn Mawr, Pa., Accredited Investment Fiduciary (AIF®) from University of Pittsburgh— Katz Graduate School of Business and Certified Divorce Financial Analyst (CDFA) from the Institute for Divorce Financial Analysts (IDFA). 

James is a member of LPL Financials’ prestigious Retirement Plan Consulting Group.

 

In his own words

Our clients are not just a number to us. Many of them are 20–30-year relationships. These are now our friends and family. We care deeply about each one of them, their families, and their overall wellbeing.   

We work to help our clients reach their life’s dreams… create family memories, legacies, take care of their loved ones and the causes they care about the most with a process that is holistic in scope, dynamic in strategy and fluid in execution and monitoring.

It will be a pleasure to serve you

Sincerely,

James Pierik

 

James favorite way to matter is to support organizations dedicated to help children and the relief of human suffering. He is a past board member of Big Brothers San Diego, is a past president of his Rotary club and a past board member of International Relief Teams.

His favorite activities are reading, traveling with his wife and family, painting, fly-fishing, scuba diving, and taking Kobe on walks.

A fun fact about James, he makes a delicious Crème Brûlée.

A quirky detail, he is a history buff.    

James resides in San Diego, CA with his beautiful wife, Maggie, their children and their loyal Saint Bernard, Kobe.