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Mini james liotta
Prominence Capital GP, LLC
Beverly Hills, CA

James Liotta

AIF®, CFP®, CPWA®
Customized Planning and Investment Solutions to Help You Achieve Results
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Meet James

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Introduction - James Liotta
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Why The Fiduciary Standard Matters - James Liotta
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Investment Philosophy and Execution - James Liotta
Video Transcripts

James M. Liotta helps his clients with a broad array of investment management, financial planning and wealth management issues. He has amassed a rare combination of professional credentials and educational achievements.

Raised in New York by hardworking parents, James graduated college in Boston and then moved to Los Angeles where he began his career in 2002 with UBS PaineWebber as a Financial Advisor.

In 2005 he was recruited by Merrill…

James M. Liotta helps his clients with a broad array of investment management, financial planning and wealth management issues. He has amassed a rare combination of professional credentials and educational achievements.

Raised in New York by hardworking parents, James graduated college in Boston and then moved to Los Angeles where he began his career in 2002 with UBS PaineWebber as a Financial Advisor.

In 2005 he was recruited by Merrill Lynch and later again recruited by Wells Fargo Investments where he specialized in risk management, provided detailed financial plans, and managed the portfolios of High Net Worth Individuals and Corporations.

Committed to helping his clients achieve their financial goals, he was driven to found his own advisory firm, Prominence Capital, where he could provide unbiased advice, free of conflicts that come with corporate initiative and commission-driven models inherent at large firms.

He brings a passion to his work with clients that are in transitions in life, small business owners, entrepreneurs, executives, and pre- and post-retirees.

James earned an MBA in Finance from the University of Southern California Marshall School of Business and has a Bachelor of Science from Northeastern University.

At the Marshall School of Business, he also attained the Graduate Certificate in Financial Analysis and Valuation.

James Liotta is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Private Wealth Advisor® designee. He has insatiable curiosity and continuously furthers his financial education.

He has also achieved the Accredited Investment Fiduciary designation and National Social Security Advisor Certification.

He's a member of the Board of Governors of Cedars-Sinai Hospital as Co-Chair of the membership committee and lives in Los Angeles with his wife Alicia and children Gemma, Hannah, and James Jr.


Services offered

Investment Management
Financial Planning
Retirement Planning
Tax Planning
College Planning
Estate Planning
Alternative Investments

Experience with

Small business owners
Legal professionals
Business executives
Entrepreneurs
Families

Fee structure

Based on % of assets

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™
CPWA® - Certified Private Wealth Advisor®
AIF® - Accredited Investment Fiduciary®

Memberships

FPA - Financial Planning Association

Education

MBA - University of Southern California
BSc - Northeastern University
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