James Monroe 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 an Assistant 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 is now a *Registered Representative of United Planners and recently joined the team at Oregon Pacific Financial Advisors in March of 2019.
His business platform primarily focuses on three areas:
1) Strengthen the relationships of his clients like members of his own family with regards to creating, growing, and managing their wealth in order to enhance their current and future financial needs.
2) Teaching families the basics of financial literacy, as it is not taught in schools. James enjoys breaking down very complex ideas into very simple to understand terms and helping them execute for their future.
3) Expand networking relationships to help more people become financially educated and take 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.
In summary, his strength is to teach families and individuals on how money works and how to better manage their money in simple common sense terms! James and his team pride themselves on being Visionaries and believe in working towards “Seeing Peoples Future”.
If you have further questions or would like to contact James call 541-772-1116.