• James L. Wisdom Insurance Services

    • Insurance & Financial Services
    4607 Lakeview Canyon Rd. # 482
    Westlake Village, CA 91361
    (805) 497-9264
    (805) 435-3636 (fax)

    About Us

    As a Certified Financial Planner and the owner of James L. Wisdom Insurance Services, Jim has thirty-two years of experience in the Insurance and Financial Services industry. James L. Wisdom Insurance read more
    • About

      As a Certified Financial Planner and the owner of James L. Wisdom Insurance Services, Jim has thirty-two years of experience in the Insurance and Financial Services industry. James L. Wisdom Insurance Services provides innovative and cost-effective Insurance/Risk Management and Financial Services solutions for privately held business owners and their employees. His company offers fee-based, Comprehensive Financial Planning, Life/Health, Retirement, Key Executive and Estate/Exit Planning Services to privately held businesses and their employees. His company’s mission is to develop and preserve both the physical (i.e. health) and financial assets of his clients and their employees so that they can enjoy their retirement years and leave a lasting legacy for future generations.

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    • Whom to Contact

      • Mr. Jim Wisdom
        Owner
        4607 Lakeview Canyon Rd. # 482
        Westlake Village, CA 91361
        Phone: (805) 497-9264
        Cell Phone: (818) 469-6640
        Fax: (805) 435-3636