
Jim Peters is an independent financial advisor and the founder of Grace Wealth Management Group, Inc., a full-service financial firm committed to helping people pursue their financial goals. With more than 25 years of experience in the industry, Jim combines his extensive knowledge with his genuine interest in helping people pursue financial independence.
With Jim’s specialized understanding of your retirement savings and benefits plan, he can help you answer your questions: Can I retire early? Am I taking too much risk in my 401k or retirement savings plan? Am I invested in the way that is right for me and my family? Am I investing enough? How can I save money on taxes? And even guide you through the maze that is paperwork and technology.
Part of his life’s work is to give back to the community and assist in your financial success by providing education and understanding of what it takes to preserve, protect, and grow your retirement life savings. It is Jim’s vocation and honor to help you guard and grow your most important retirement assets.
Professional Credentials & Education
- ChFC® – Chartered Financial Consultant®
- CLU® – Chartered Life Underwriter®
- FINRA Series 6, 7 & 63
- Bachelor of Science, Biola University