Community Involvement

Media Mentions

The LA Times Brand Publishing magazine named James Verzino to its 2021 Banking and Finance Visionaries list. Visionaries were highlighted for their agility in navigating challenges and positive, strategic outlook towards the future.

For two years and counting, James Verzino has been named among the "40 in their 40s: Financial Services and Accounting Professionals" by the Los Angeles Business Journal. The list profiles 40 standout professionals in the accounting and financial services industry, highlighting their accomplishments, career milestones, and contributions to the field.

James Verzino has been named twice among the "Leaders of Influence" by the Los Angeles Business Journal. The list profiles Los Angeles-based wealth managers, highlighting how these professionals contribute to the financial stability and fiscal comfort of local families and businesses.

James Kenneth Verzino, ChFC®

Managing Director


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