James Olmore CFP®, MBA
James (Jim) Olmore is responsible for helping clients live their best financial lives at United Capital Financial Advisors. Jim helps provide comprehensive solutions to give clients the confidence and freedom to pursue their priorities and goals so that they have more time to focus on what matters most.
Prior to joining the firm, Jim was the VP of Business Development at a large wealth management firm, where he provided sophisticated investment solutions and planning services to clients.
Jim received his Bachelor of Arts degree in Political Science from the University of California, Los Angeles, and his Master in Business Administration degree from the University of Southern California. He is also a CERTIFIED FINANCIAL PLANNER™ practitioner.
A dedicated husband and father, James enjoys golfing with his wife and three children and volunteering in his local community.
Ready to start a conversation? We’re here to listen.
Tell us about yourself at no cost or obligation.
- An introduction to an advisor
- A personal conversation
- Your questions answered