James D. KerseyCLU, ChFC, RHU, REBC
CA Insurance License #0590787
Jim is a licensed financial professional and the owner of Lighthouse Financial & Tax. Opening his practice in 1980, he has helped individuals and families prepare for and enjoy retirement for over 40 years. Jim holds four designations from the American College including Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Registered Health Underwriter (RHU), and Registered Employee Benefit Consultant (REBC). He also holds the series 6, 63 & 65 registrations, which allows him to actively manage his clients’ assets.
As a fiduciary*, he prides himself on his integrity with clients, his company, and his employees. He is highly educated in finance, estate, retirement, and tax planning, and has been featured on the KFBK radio station, local newspapers, and on the web for financial advising.
Jim has been married to his sweetheart Carri since 1988. Together, they have five children and four grandchildren. Jim is deeply involved in the community, where he serves as a Boy Scouts of America Scout Master and enjoys vacationing, the outdoors, and spending time with his loved ones.
*Representatives registered with and offer only securities and advisory service through PlanMember Securities Corporation, a registered broker/dealer, investment advisor, and member FINRA/SIPC. Lighthouse Financial & Tax and PlanMember Securities Corporation are independently owned and operated. PlanMember is not responsible for ancillary products and services offered by this representative or Lighthouse Financial & Tax.
In his role as an investment advisor representative, he acts in a fiduciary capacity for his client. As a registered representative his role is a suitability broker.