James Pacheco

Partner at Claritas Financial Partners
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Contact Information
us****@****om
(386) 825-5501
Location
Marlton, New Jersey, United States, JE
Skills

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Bio

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Experience

  • Claritas Financial Partners
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Partner
      • May 2020 - Present

      At Claritas Financial Partners, we have the client—and only the client—in mind. Our goal is to bring clarity to your financial life. At Claritas Financial Partners, we have the client—and only the client—in mind. Our goal is to bring clarity to your financial life.

  • Wells Fargo Advisors
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor, Vice President - Investments
      • Apr 2008 - May 2020

      Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. INVESTMENT AND INSURANCE PRODUCTS: NOT FDIC-INSURED/NO BANK GUARANTEE/MAY LOSE VALUE Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. INVESTMENT AND INSURANCE PRODUCTS: NOT FDIC-INSURED/NO BANK GUARANTEE/MAY LOSE VALUE

Education

  • Temple University
    1985 - 1988

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