Wealth Management Advisor in Novato, California
Hi, I’m James. I own and operate Lamont Financial Services, a wealth management firm in Novato, California. I have been involved in financial planning for over 30 years. Over that time, I have helped people reach their financial goals and have been given industry awards for professional excellence along the way.
I believe it is important to stay up to date with what is happening in the investing world and thats why I continue to read, learn, and share what I learn.
When I am not working, you can find me supporting local charities including Marin Food Bank, Center for Domestic Peace, Zero Breast Cancer, Novato Youth Center, and many other local charities.
Click the 'visit my website' button visit see my website and discover how our team can help you reach your financial planning goals!