"The most important part of financial planning is behavioral management. It is not about what the markets do, it is about what my clients do."
Jim comes from a diverse background in the hospitality industry focusing as a chef in restaurants and hotels. This training has helped Jim transition into the financial services industry because what he liked most about cooking was making people happy.
Mr. Young graduated from the Culinary Institute of America in Hyde Park, New York in 1983 and moved to southern California shortly thereafter to complete his culinary training in some of the finest restaurants in the country. In 2001, Jim wanted to transition into another career that could offer him the opportunity to help people on a more personal level. He determined that the financial services industry was best suited to help him achieve this goal and that the newly-formed firm of Trilogy matched his philosophy.
He is now the Managing Vice President of the Irvine Branch. He is also a Registered Principal affiliated with LPL Financial with which he holds Series 6, 7, 24, 51, and 63 registrations. He holds the series 65 registration with Trilogy Capital and also holds life and health agent licenses. Jim utilizes his many years of team-oriented leadership developed while working in the kitchen to help him build his team at Trilogy.
A native of Western New York Jim now lives with his wife, Holly, in Laguna Niguel. His hobbies include sailing, cooking, wine tasting, history and book collecting.