Jim Bray

Financial Advisor

Designations

CFP®

800-472-1066

Jim Bray, CFP® is a Financial Advisor at Signature Estate & Investment Advisors, LLC’s (SEIA) Newport Beach office. He started his career as an advisor in 2004. Jim’s practice focuses on helping individuals and families nearing and in retirement. With his direct and focused style, Jim takes the time to understand his client’s unique situations, their financial goals, and ultimately what their ‘end’ plan is. He is dedicated to helping his clients navigate the dynamic currents of life and help them be prepared for life events as they unfold.

Jim received his Bachelor of Science (B.S) degree in Marine Biology from University of California, Santa Cruz. He earned his CERTIFIED FINANCIAL PLANNER™ certification in 2009.

He has traveled through Asia, Africa, South & Central America, Australia and the Caribbean. Jim spends his time with his wife Nicole and four children while being extremely active and enjoying his love of the ocean.