James Eberhardt has over 35 years of experience as a financial consultant with specialty in designing and implementing retirement plans for individuals and businesses.
A graduate of Oregon State University with a Bachelor of Science degree in Business Administration, James holds Securities License Series 2, 6, 26, 63, and 65 OSJ Principal and is an Investment Advisor Representative.
Jim does a benchmark of personal investments, transitioning clients from accumulation to distribution of assets and holds knowledge on topics such as plan design, investments, insurance placement and vendor product offerings.