5 /5 Kathleen: I am so happy I thought to share my experience. Having James Uh as my financial advisor has made me much more confident about my financial future. I had been a poor planner and I had so much anxiety thinking about it. James was very knowledgeable, kind and professional and put me at ease. I appreciated how patient he was when I had multiple questions. His assistant, Vanessa, is always helpful to me when I call with any questions. Great resource for financial planning!