Hello, my name is James Aoki and I am the Financial Advisor/Planner with Wasatch Peaks Financial Services. I am happy and proud to be associated with such a great credit union and a wonderful group of members.

    My practice has evolved over the past seventeen years from trading stocks and bonds to creating diverse portfolios during the turbulent times following the aftermath of 9-11 and the great financial crisis of 2008. My experience has made me a great listener and has prepared me for the varied financial planning needs of members.

    No matter your age or stage in life, I can help you. I have the experience to help you successfully prepare for retirement and I will carefully guide you through the investment process. I often tell my clients, “I want to help you achieve what you want to achieve while helping you avoid what you need to avoid.”

    Call me today at 801.627.8732 to set up a no-cost consultation. I look forward to helping you create a strong financial plan.

    Wasatch Peaks

    Written by Wasatch Peaks