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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

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The information presented on this profile is provided for general informational and educational purposes only and is not intended to provide individualized investment, tax, accounting, or legal advice. Please consult the appropriate financial, tax, or legal professional regarding your individual circumstances. The information and opinions presented should not be interpreted as a recommendation, offer, or solicitation to purchase or sell any security or investment product. California Insurance License No. 0B05626. FINRA Series 6, 7 and 63. Securities and advisory services are offered through Centaurus Financial, Inc., a registered investment adviser. Member FINRA/SIPC. Check the background of this financial professional through FINRA BrokerCheck. Centaurus Financial, Inc. and Grace Wealth Management Group, Inc. are separate and unaffiliated companies. Supervisory Office: 2300 E. Katella Avenue, Anaheim, CA 92806, 714-456-1790. © 2026 Grace Wealth Management.

1 Review for James Peters

HelpVet

1044 Reviews

He was very patient and clear in his explanations.

5/ 5

We interviewed four financial advisors of the four only Jim Peters, and another knew how to defer capital gains tax. The others, even though they had been in business for over 30 years, had no idea. Mr. Peters took the time to explain the direction our investments should take. He met with us several times because we always had new questions. He was very patient and clear in his explanations. ~ Arnold Teves ~

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  • Do You Offer Military Discounts:Yes