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James Selu

Here to act in your best interests

About me

My favorite part of being a financial planner is creating and maintaining a comprehensive financial plan for my clients that provides them with smart ways to help achieve their financial goals and dreams. When I’m not working on financial plans, I enjoy spending time with my wife and kids, Travel, surfing, and, no joke, playing the ukulele. I also speak fluent Portuguese.




Bachelor of Arts, Brigham Young University

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Los Angeles VIII - Woodland Hills

21550 Oxnard Street
Suite 810
Woodland Hills, CA 91367

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Working with us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of insight as well as our client service associates who can provide you with additional resources and support.

Financial Planning Retirement Planning Investment Management Tax Planning Insurance Guidance Estate Planning