James W. King
Chief Planning Officer of Wealth Management
CA Insurance License #0B16287
Phone: (858) 485-0404 Ext. 127
We are pleased to announce that Mr. King was named as a FIVE STAR: Best in Client SatisfactionSM Wealth Manager for 2007 and 2008!*
James W. King is the Chief Planning Officer of Wealth Management of Asset Planning Solutions, Inc. and Ken Stern & Associates, a provider of professionally managed portfolio services. He and his team of portfolio managers and financial analysts strive to assist individuals and businesses to achieve their financial goals while attempting to preserve and protect their assets.
Well respected in his field, Mr. King is a fully licensed 14-year veteran of the securities industry. He joined Ken Stern & Associates in 1998 and quickly excelled as the division’s leading consultant.
Providing important consumer information on the topics of investment and wealth planning, he has appeared numerous times as a guest of Ken Stern on the Asset Planning University Hour radio show heard on San Diego’s KOGO 600 AM.
Mr. King uses a four-step process to develop his clients’ portfolios:
- Step 1: Help individuals clearly identify their goals and objectives.
- Step 2: Formulate an investment plan striving to assist them in meeting their goals and objectives.
- Step 3: Implement the plan.
- Step 4: Set periodic plan reviews.
Mr. King holds his Series 7, 63, and 65 securities licenses, as well as his life and health insurance certifications. Mr. King attended San Diego State University where he earned a Bachelor of Science degree in Economics.
A native of San Diego, Mr. King lives with his wife Donna and their four children, Elyse, Kristina, AJ, and Jarrod. He enjoys spending time with his family, coaching, traveling, outdoor sports, and reading.
* This distinction is awarded to wealth managers who have scored highest in client based research conducted by a national independent research company. It is awarded to less than 3% of wealth managers in the San Diego area.