EP Wealth Advisors
EP Wealth Advisors
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - James Reinke, CFP®
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James Reinke is a Seattle, WA fee-only financial advisor serving clients locally and across the country. EP Wealth Advisors provides comprehensive financial planning, tax planning, and investment management to help individuals, couples, families and small businesses organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, James Reinke is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Informed Investor Reports, Client Education Webinars, Articles and Checklists
EP Wealth Youtube Channel with additional commentary
Jim Reinke has been a CERTIFIED FINANCIAL PLANNER™ professional since 2005 and has over 20 years of experience as an advocate for clients. Before joining EP Wealth Advisors, Jim spent 15 years running a Financial Advisory practice through Ameriprise Financial, Inc. In this capacity, he delivered personalized financial planning solutions to high-net-worth clients. Solutions included goal accumulation and planning strategies, retirement transition and retirement income stream strategies, tax planning strategies, estate planning, and ongoing asset management. In 2014, Jim transitioned to ICMA-RC, now MissionSquare Retirement, as their Pacific Northwest Territory CFP®. Responsible for providing on-site financial planning services to public sector employer retirement plans in the Pacific Northwest region, his services included financial planning seminars, investment education consultation that helped individuals with their retirement and financial goals and assisting with customized financial plans. Outside of work, Jim enjoys golfing, gardening, traveling, skiing, and camping. He lives in Gig Harbor, WA with his wife Carol and has two grown children.
EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm headquartered in Torrance, California. EP Wealth manages over $16.1 billion in AUM as of December 31, 2022. With offices from coast to coast, EP Wealth combines the resources of a large firm with a local approach to provide client-centric financial planning, wealth management and investment management services to individuals and businesses. EP Wealth continues to grow and enrich the lives of our clients and team and has been recognized as a leader in the RIA space by multiple financial and industry publications, including Barron's 2022 list of top RIA’s, Financial Planning’s top firms of 2022, and many more at both the national and regional level. The firms Torrance headquarters has been named a Best Place to Work by the Los Angeles Business Journal, and several advisors and functional leaders have been named to varied "Best", "Rising Star" and "40 Under 40" lists.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
James Reinke is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact James Reinke
1301 5th Ave
Seattle, WA 98101