Jim Billingsley California Licensed Fiduciary #923

Jim worked as a Financial Advisor for 29 years managing $57,000,000 in client assets.  He has years of experience with investments and personal finance. Jim has been a licensed fiduciary since 2016, handling large trusts and estates, and powers of attorney. He brings a supportive neutral presence to families in transition. Jim has strong skills in listening, compassion, and brainstorming for ideas to solve problems. In his spare time, he writes, goes to Toastmasters, and does standup comedy.

• PFAC  (Professional Fiduciary Association of CA)
• North County Bar Association

• BA Sociology,  San Diego State University
• Trustee Certification, Cal State Fullerton, 2015-2016