Who We Are

CA Insurance License #0H09586

James is President and CEO of Palm Coast Wealth Management. James is a Certified Financial Planner (CFP®) and has been in the business since 2008. He is a seasoned Financial Planner with comprehensive experience in guiding individuals and businesses toward their financial goals.

With a deep-rooted passion for educating clients, James helps empower his clients to make informed decisions. James has cultivated a reputation for providing comprehensive and strategic financial advice tailored to individual needs. His extensive expertise spans investment management, retirement planning, income planning, estate planning, insurance planning, and risk management. James believes in a holistic approach, working closely with clients to understand their goals, needs, and aspirations in crafting personalized financial roadmaps to achieve them.

Throughout his career, James has demonstrated a commitment to excellence and a dedication to staying abreast of the ever-evolving financial landscape. His astute insights, coupled with a client-centric focus, have earned him a high level of trust within the industry.

James is driven by a mission to demystify complex financial concepts, ensuring clients feel confident and empowered in their financial decisions. His wealth of experience and dedication make him a valuable asset to anyone seeking financial stability and growth.

Sarah is a driven and accomplished professional with a passion for finance and a commitment to excellence. Graduating with summa cum laude honors from California State University, Bakersfield, she earned her degree in Business with a concentration in Finance, laying a solid foundation for her career aspirations.

With a clear vision of becoming a Financial Planner, Sarah is diligently working towards obtaining her license to become an advisor herself. Her dedication to the field is evident in her years of experience supporting successful advisors, where she has consistently contributed to providing exceptional service to clients. Motivated by her goal to make a positive impact on the financial well-being of individuals and families, Sarah is poised to thrive as she continues to pursue her professional aspirations.

When not fully immersed in her professional pursuits, Sarah finds joy in diverse hobbies. A passionate seeker of knowledge, she delves into podcasts, exploring topics from business to personal development. As a dedicated Angels baseball fan, she relishes the electric atmosphere of live games. She loves to travel with her husband, aiming to visit every baseball stadium in the USA.

Pascal serves as the Outsourced Chief Investment Officer for Palm Coast Wealth Management, bringing a level of investment understanding and sophistication to our clients which few other firms can provide. He is an expert in investment portfolio construction, investment risk management and macro-economic research.

Pascal works with SMArtX Advisory Solutions and previously was a Senior Financial Analyst at Mercer Park LP, Director of Risk Management at Cedar Ridge Partners and Chief Risk Officer and the Director of Quantitative Research for the Rock Maple Funds. His experience also includes working at JP Morgan Securities, Deutsche Bank and Lloyds Bank.

Pascal is a frequent speaker at hedge fund conferences, seminars, and round table events, both domestic and abroad. Pascal received a BA and an MBA in Finance from The American University, Washington, DC.