CEO, Investment Executive
James Alan Walters, CRPC
James’ fascination with the investment world started around 10 years old when he saw a Fidelity commercial about mutual funds. This small experience motivated James to study business and finance at Point Loma Nazarene University where he also played basketball for the Sea Lions on a nationally ranked top 20 team and frequently participated in PLNU’s homeless ministries.
James first started in the industry in 2015 at Lincoln Financial as one of only two interns out of 53 to successfully be offered a position at one of Lincoln’s largest Advisory groups. While there, James worked primarily with medical providers and nurses in accomplishing their investment and retirement goals.
In early 2018, James joined Verus Capital Partners as a Jr. Partner. While there, James worked with high net worth clients and retirees working towards their financial goals by utilizing financial behavior coaching, an active investment approach, and a passion for financial planning. James brings a relentless money management style to each client.
He is a Chartered Retirement Planning Counselor (CRPC®) Click here to see what value that brings to a 77 Client.
CFO, director of accounting
Brandon West, CPA
Brandon West is a licensed CPA in the state of California, specializing in tax issues concerning individuals and small businesses. He graduated from Point Loma Nazarene University with degrees in Accounting and Finance. After spending the first several years of his career with CBIZ, one of the top ten largest accounting firms in the country, he left to start his own practice because he desired a greater focus on client interaction and growth.
His tax practice now includes clients in 8 states, including individuals, LLCs, S Corporations, C Corporations, and Sole Proprietorships. Brandon has a passion for working with clients as they grow, helping them navigate the complex tax world along the way.