James L. Losey Jr.
James (Jim) Losey Jr., CFP® is the Owner of WealthCare Alliance (WCA). He received his bachelor's of Science degree in Biochemistry from California Polytechnic University, San Luis Obispo in California and currently resides in Newbury Park, California with his wife Susan and their daughter, Sophia.
With over 30 years of experience in the industry, Jim has provided customized financial solutions for both individual and business investors. His years of experience coupled with his technical knowledge and leadership abilities, have helped make WealthCare Alliance a trusted source for his clients.
Jim prides himself on the specialized services WCA provides for its clients - whether it's assisting a client in their retirement plan or transition, or helping with the financial aspects of an inheritance, layoff, or divorce. He feels this is what sets WCA apart from others in the industry.
When he's not working with clients you might find Jim out on the trails on his mountain bike or in a Crossfit gym. You might also find Jim out and about enjoying his daughters waterpolo tournaments or in the Conejo Valley with his family enjoying hiking or community events.