A financial planner and retirement plan specialist, James Monroe joined the team at Oregon Pacific Financial Advisors in March of 2019.
His business platform primarily focuses on three areas:
- Strengthen the relationships of his clients like members of his own family in creating, growing and managing their wealth in order to fund their current and future financial needs.
- Teaching families the basics of financial literacy, as it is not taught in schools. James enjoys breaking down complex ideas into simple-to-understand terms and helping clients execute them for their future.
- Expanding networking relationships to help more people become financially educated, taking them through a step-by-step process to reach their financial goals.
James Monroe has spoken in various industry conferences and provided his thoughts on economic events, innovative products and the future of the financial services industry, as well as his personal track record and performances.
James grew up in Southern California and Southern Washington, and has been in the financial services industry since 2006.
Since moving to Medford in 2017, James has served as Head Wrestling Coach for South Medford High School, Vice President for Integrity Connections BNI, Launch Director for Southern Oregon BNI, volunteered for Junior Achievement and has most recently been accepted on the Board of Directors for the Oregon Tech Foundation at Oregon Institute of Technology.
After living in the Rogue Valley for only one year, James placed 2nd in the “Best of the Best of Southern Oregon” in the Financial Advisor category, which was an amazing honor.
James lives in the Rogue Valley with his wife, Breanna and sons, James and Jacob.
Learn more about James in his introductory podcast, Episode 39: The Coach to your Financial Plan with James Monroe and if you'd like to meet with James, click here to Schedule an Appointment.