U.S. Bancorp Advisors - Financial Advisors: James Choi

I am James Choi, a Wealth Management Advisor with U.S. Bancorp Advisors located in Danville, California. I specialize in helping business owners, new investors, and people who are nearing retirement. My goal is to make managing your finances as easy as possible. Together with a Wealth Management Banker from our affiliate U.S. Bank, we take a holistic approach to understand your situation and develop personalized strategies to help you work toward your financial goals.

My experience in the financial industry started in 2008, and I became a Wealth Management Advisor in 2018. I focus on wealth planning, retirement planning, investment planning, business succession planning, and legacy planning. I also speak Cantonese and Mandarin, and I hold a Bachelor of Science from The University of California - East Bay and California Insurance License 0G36413. It is my pleasure to serve the financial needs of people in Contra Costa County.