Qualifications

James Waldal began his financial consulting career in 1996, working for Estate Planning Inc., where he offered various insurance products, notary services and estate planning. In 2001, James joined Morgan Stanley as a Financial Advisor and provided financial planning services, stocks, mutual funds, exchange traded funds, fixed income, and insurance products. In 2005, with the objective of providing his clients a more comprehensive range of products and services, he moved to one of the largest independent broker dealers in the United States**, LPL Financial. 

Well versed in several financial disciplines, James’ combined education and experience have positioned him to offer independent, non-proprietary, broad-based financial guidance to his clients for over 26 years. His security licenses include Series 7, 63, 65, 24, and 31 through LPL Financial and he is currently registered in AZ, CA, CO, CT, FL, ID, NM, OR, SC, TX, and WA.  James is also actively licensed for Variable Life, Variable Annuity, Long Term Care, Life and Disability Insurance in WA (#931581), CA (#0B97128), FL (#W104720), and other states. 

His educational background includes a Bachelor of Science degree in Business with a minor in Marketing from California State University at Chico.

Waldal Wealth Management provides a depth of knowledge and experience in investment services that includes insurance, education funding, estate planning and retirement planning. 

**As reported by Financial Planning magazine, June 1996-2021, based on total revenue.