Jim Dillon

Jim Dillon, a native of northern California, has been working as a financial advisor with individuals and businesses in the Western United States since 2006.  He lives in the Shingle Spriings, CA area with his wife of 31 years. 

Jim, a CERTIFIED FINANCIAL PLANNER® and maintains a California Life and Health Insurance license (#0F21878), and the series 7, 63, and 65 securities licenses.  He has a bachelors degree from CSU Chico in Computer Science with a minor degree in accounting.

Jim is a believer that every client should have a financial plan.  If you don't know where you are going, you're probably not going to arrive there.  He combines the use of state-of-the-art financial planning and analysis technology, along with wisdom derived from a very rich set of life and business experiences.

We’re looking forward to using our knowledge and experience to help you pursue your financial goals. Contact Jim for an appointment today.