O: 925.885-6020
E: jcrocker@threeoaksag.com

Areas of Expertise: Divorce financial planning | Retirement and retirement plan consulting | Comprehensive financial planning

Jim has been helping individuals, families, and small businesses make smart decisions about investing, insurance, retirement, and major life transitions since 2006. Jim brings a broad range of experience to his work, having previously held senior leadership positions in technology and management consulting firms. He holds the Accredited Investment Fiduciary and Certified Divorce Financial Analyst professional designations.

He has been married to BK for 35 years, and has two accomplished adult daughters, Kaitlin and Aimee.