James Olmore, CFP®NATIONAL PROGRAM MANAGER
At United Capital James is the National Director for the United Capital Referral Program where he is responsible for all new business development, training, reporting and management of the sales teams. His role requires close collaboration with the Investment Management Group, Marketing, Compliance and the Executive Team.
Prior to joining the firm, James was a senior wealth consultant for a large Registered Investment Advisor where he was responsible for business development, financial planning and risk management. James was also a vice president with Fidelity Institutional Wealth Services and provided investment and custody solutions to Family Offices, Banks and Registered Investment Advisors. While at Fidelity, James also held a role as Vice President and Senior Account Executive at Fidelity Investments where he managed client relationships in the Southern California area where he was able to provide services for individual clients and companies that qualified for the Private Client program.
James graduated with my bachelor’s degree from UCLA and have a Master's in Business Administration from the Marshall School at USC. James has also earned his CERTIFIED FINANCIAL PLANNER™ designation.
When not at work, James is active in his church, the community and volunteers at the school where his children attend.