James Eberhardt

President

Jim Eberhardt, is partner and president of Imprimis Financial & Insurance Services, Inc. and has over 35 years extensive experience providing retirement strategies for our clients.  Jim does benchmarking of personal investments, transitioning clients from accumulation to distribution of assets.  He also provides wealth management services.

A graduate of Oregon State University with a Bachelor of Science degree in Business Administration, he holds Securities License Series 2, 6, 26, 63, and 65 OSJ Principal and is an Investment Advisor Representative.

California Life Insurance License #0510050

Phone 626-325-2002, Ext. 101
Fax 626-387-9214