
James Garza, MSc. QFA
James Garza believes that every conversation is an opportunity. His journey in finance began many years ago and has taken him from Texas to Ireland. James is a qualified financial advisor and lives in Ireland with his wife and two teenage children. A former vice president with JP Morgan Chase in Texas, James had over $50 million in assets under management. During his time there, James built a solid record of achievement and advancement through responsible financial investment planning. Two years in succession he received the Financial Advisor of the Year award.
James Garza specialises in self- administered pensions and helps clients achieve their financial goals.
Trillium Financial Services has been a member of Brokers Ireland since January 2013.
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