James Dumbeck is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Waddell & Reed in Seal Beach, CA and the surrounding communities.
Financial Advisor Overview
Jim Dumbeck is a CERTIFIED FINANCIAL PLANNERTM practitioner and Financial Advisor with Waddell & Reed. He has over 30 years of experience in the financial industry and focuses on working with individuals, families, and business owners to help make the most of their financial futures. He has been licensed since 1997. Jim assists his clients in analyzing their financial situations, identifying and implementing an appropriate plan of action, and monitoring their progress so that they can pursue their financial goals.
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