James G. Stoner Holk, CFA, CFP®
Wealth Advisor

James is a wealth advisor with Beacon Pointe’s Northern California office. Prior to his work with Beacon Pointe, James was a financial advisor with SMS Financial, a small RIA, and before that, with Raymond James Financial Services. James has been a Chartered Financial Analyst since 2010, a Certified Financial Planner™ since 2011, and is a member of the CFA Society of San Francisco. James graduated from the University of California, San Diego with a BA in Economics and Philosophy and the University of San Francisco with an MS in Financial Analysis. In his free time, he enjoys cooking and hiking. James is married and lives with his wife in Mountain View, California.