Get To Know James

James joined Tarbox in 2018 as a wealth planner.  At Tarbox, James enjoys building deep relationships with client families, advising on all aspects of their financial planning.

Throughout his career, James has been recognized for his excellence in client service, and at age 23 he was appointed branch manager of a well-known bank.  James’ dissatisfaction with the transactional nature of banking led him to pursue a relationship-driven alternative in the field of financial planning.  Prior to joining Tarbox, James was a senior financial consultant with TD Ameritrade.

James was awarded his CFP® designation in 2017.  He earned a Bachelor of Science in Business Management Economics from University of California, Santa Cruz and is currently pursuing a Master of Business Administration in Financial Planning from California Lutheran University with an expected graduation date of September 2018.

9

Age of both my little brother, Max, and my dog, Jake

40+

Fish and shrimp in my aquarium at home

What would you be doing if you were not in this field?

Biologist- I love nature and animals.   Much like financial planning all of the pieces of an ecosystem must work independently as well as together.

- James Egerstrom, CFP®

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My favorite season of The Office

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