Jim  Boucher,  CFP<sup>&reg;</sup> - Financial Advisor

Jim Boucher, CFP®

Portfolio Manager

Wilson & Boucher Capital Management, LLC

1480 Moraga Road #C351
Moraga, CA 94556
FINANCIAL ADVISOR'S WEBSITE
(800) 381-8610 #1
(925) 247-0270

General

Jim Boucher is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wilson & Boucher Capital Management, LLC in Moraga, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: CA
  • Variable annuities: CA

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Asset Allocation, Mutual Funds, Retirement, Stocks & Bonds, Sudden Wealth

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Helpful Financial Planning Resources