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James R. Dumbeck, CFP®

Waddell & Reed

695 Town Center Dr
Suite 200
Costa Mesa, CA 92626
Phone: (714) 437-7510 x140
Fax: (714) 437-7515

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Household Income Minimum: $0
Investable Asset Minimum: $50,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Mutual Funds
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Sudden Wealth

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.