James H. Reinke, CFP®
Jim brings more than 20 years of experience to EP Wealth Advisors, and believes strongly in being an advocate for his clients.
Previously, 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.
Jim earned a B.A in Business Administration from University of Washington. He has been a CERTIFIED FINANCIAL PLANNER™ professional since 2005.
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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