James “Jim” DiMarco is the Director of Investments at Vintage Wealth Advisors where he provides clients with invaluable financial guidance. Jim has been an integral member of the Vintage Wealth Advisors team since 2008 and is dedicated to assisting John Cordeiro in providing high-quality service to the firm’s clients.
Education: : Jim has his Series 7 with LPL Financial and Series 66 with LPL Financial and Financial Advocates Investment Management. He also has his California Insurance License #0G43900. Additionally, he has obtained the professional designation of Accredited Asset Management Specialist (AAMS) from the College for Financial Planning.
Without goals, and plans to reach them, you are like a ship that has set sail with no destination. –Fitzhugh Dodson