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James Novella

Financial Strategist

James is passionate about helping families secure their futures. He's a father, husband, and man of faith. When he's not strategizing with families on how to reach their financial goals, he's enjoying spending time with his kids and wife at a football game or volunteering in church.






Areas of Expertise:

Income protection in case of: Alzheimer's, chronic, critical, terminal illness.

Retirement planning including: Guaranteed lifetime income, Income Tax-Free retirement.

Life Insurance including: Permanent insurance, term insurance, final expense, be your own bank, group plans.

College planning for kids

Mortgage protection

Wills and Trusts

Life Settlement

James Novella

949-294-8861

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Book a Consultation

Book a FREE no obligation financial consultation so we can look over your current financial plan and together determine any areas we can strengthen. 

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