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James B. Pierik
Personalized Client-Centered Practice
• Comprehensive financial planning / wealth management
• Advanced retirement income strategies
• Specialist in 401(k) / profit sharing plans
Areas of Focus: Investment Planning, Retirement Planning
Designations: Certified Financial Planner; Chartered Financial Consultant
An honors graduate of the University of San Diego, James has been providing comprehensive financial planning and wealth management services since the mid-1980s. James is Vice President and full partner of Financial Planning Consultants, a Registered Investment Advisor, serving investors since 1973. As a securities principal with LPL Financial, James is involved in all aspects of portfolio creation and management for the individual investor and business owner. He works with many San Diego companies to establish and manage top-notch 401(k), profit sharing and defined benefit plans. James’ community service includes: Big Brothers, Scouts, Rotary (past president) and International Relief Teams. James is a father to Audrey, Ailey and Joey and is married to his beautiful wife, Suzanne.
Financial Planning Consultants, Inc.
591 Camino de la Reina, Suite 711 • San Diego, CA 92108
Phone: (619) 291-7974
james.pierik@lpl.com • www.lpl.com/james.pierik
Securities offered through LPL Financial. Member FINRA / SIPC
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