James Jurica

Investment Advisory Services, Wealth Watch Advisors

James has worked in the financial services industry his entire professional career, starting right out of college. He has a passion for working with clients and helping them achieve their long term financial goals. His main area of focus is on the investment management side of financial planning, with an emphasis on risk management, keeping the focus on reducing risk and volatility in a client’s portfolio while still working to achieve the returns needed to accomplish that client’s objectives.

James has achieved the Certified Financial Planner (CFP®) designation, held by less than 10% of financial advisors, along with the Chartered Financial Consultant (CHFC®), Chartered Life Underwriter (CLU®), and Retirement Income Certified Professional (RICP®) designations.

Investment Advisory Services offered by James Jurica, CFP® CLU® CHFC® RICP® are offered through Wealth Watch Advisors, an SEC Registered Investment Advisory Firm. Altman Advisory Group and Wealth Watch Advisors are not associated entities.