James H. Reinke, CFP®

Washington State Icon Seattle, Washington
Vice President
CERTIFIED FINANCIAL PLANNER™
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About James

Jim Reinke has been a CERTIFIED FINANCIAL PLANNER™ professional since 2005 and has over 20 years of experience as an advocate for clients. Before joining EP Wealth Advisors, Jim spent 15 years running a Financial Advisory practice through Ameriprise Financial, Inc. In this capacity, he delivered personalized financial planning solutions to high-net-worth clients. Solutions included goal accumulation and planning strategies, retirement transition and retirement income stream strategies, tax planning strategies, estate planning, and ongoing asset management. In 2014, Jim transitioned to ICMA-RC, now MissionSquare Retirement, as their Pacific Northwest Territory CFP®. Responsible for providing on-site financial planning services to public sector employer retirement plans in the Pacific Northwest region, his services included financial planning seminars, investment education consultation that helped individuals with their retirement and financial goals and assisting with customized financial plans. Outside of work, Jim enjoys golfing, gardening, traveling, skiing, and camping. He lives in Gig Harbor, WA with his wife Carol and has two grown children.

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Education

University of Washington, BA Business Administration

How can James help?

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James works in our Seattle office in Washington, see their office information here.
Seattle Office

Financial Tip

To make the right decisions, you need guidance from a dedicated advisor who knows you, your finances, and your goals. When you have a clear plan in place, it becomes much easier to stay the course through adverse times.