315 South Beverly Dr.
Beverly Hills CA 90212
James M. Liotta, Certified Financial Planner™ professional, began his career in 2002 with UBS PaineWebber in Los Angeles as a Financial Advisor. He became the third member of a three person team specializing in options strategies, small capitalization stocks, municipal bonds, and risk management strategies.
In 2005 he was recruited by Merrill Lynch and later again recruited by Wells Fargo Investments where he specialized in risk management, provided detailed financial plans, and managed the portfolios of High Net Worth Individuals and Corporations.
James earned an MBA in Finance from the University of Southern California Marshall School of Business and has a Bachelor of Science from Northeastern University.
At the Marshall School of Business he also attained the Graduate Certificate in Financial Analysis and Valuation.
He has also achieved the Accredited Investment Fiduciary designation and National Social Security Advisor Certification.
He is a member of the Board of Governors of Cedars-Sinai Hospital and lives in Los Angeles with his wife Alicia and children Gemma, Hannah, and James Jr.