James M. Liotta, CFP<sup>&reg;</sup> - Financial Advisor

James M. Liotta, CFP®

CPWA®,AIF®,NSSA

President

Prominence Capital

3066 West Chartwell Dr.
Eagle, ID 83616
FINANCIAL ADVISOR'S WEBSITE
(310) 433-5378 CONNECT WITH James
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General

James Liotta is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Prominence Capital in Eagle, ID and the surrounding communities.

Financial Advisor Overview

James Liotta is the owner of Prominence Capital, an RIA (Registered Investment Advisor) in Beverly Hills California. I help my clients plan and invest to achieve their life style goals, family needs and future aspirations. My process is designed to accommodate your needs by understanding your current situation, your future, your feelings, and your family dynamics. I understand that client needs change over time, and they need a process that accommodates their evolving circumstances.

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Financial Advisor Experience

James M. Liotta helps his clients with a broad array of investment management, financial planning and wealth management issues. He has amassed a rare combination of professional credentials and educational achievements. Raised in New York by hardworking parents, James graduated college in Boston and then moved to Los Angeles where he began his career in 2002 with UBS PaineWebber as a Financial Advisor. In 2005 he was recruited by Merrill Lynch and later again recruited by Wells Fargo Investments where he specialized in risk management, provided detailed financial plans, and managed the portfolios of High Net Worth Individuals and Corporations. Committed to helping his clients achieve their financial goals, he was driven to found his own advisory firm, Prominence Capital, where he could provide unbiased advice, free of conflicts that come with corporate initiative and commission-driven models inherent at large firms. He brings a passion to his work with clients that are in transitions in life, small business owners, entrepreneurs, executives, and pre- and post-retirees. James earned an MBA in Finance from the University of Southern California Marshall School of Business and has a Bachelor of Science from Northeastern University. At the Marshall School of Business, he also attained the Graduate Certificate in Financial Analysis and Valuation. James Liotta is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Private Wealth Advisor® designee. He has insatiable curiosity and continuously furthers his financial education. He has also achieved the Accredited Investment Fiduciary designation and National Social Security Advisor Certification. He's a member of the Board of Governors of Cedars-Sinai Hospital as Co-Chair of the membership committee and lives in Los Angeles with his wife Alicia and children Gemma, Hannah, and James Jr.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CPWA, NSSA

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Banking, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Corporate Finance, Investment Management, Limited Partnerships, Employee Benefits, Getting Divorced, Irregular Income, Getting Married, Mutual Funds, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Tangible Assets, Starting a Family, Succession Planning, Long-term Care, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources