Our Team

James Buley CFP®, CMFC, AAMS | President and Owner of Buley Wealth Management Group

James is the lead planner and a Registered Principal with LPL Financial. As an Independent Financial Advisor, he has been working with families for over a decade to assist them in pursuing their retirement financial goals. The shift from accumulation to retirement distribution strategies requires an entire specialized skill set. James has dedicated himself and his education to this area. Prior to starting his own firm in 2002, James spent twelve years with American Express Financial Advisors as a financial planner and investment advisor.

Specialization: Retirement Distribution Planning

  • Retirement Income Distribution Strategy: Creating a portfolio design to supplement other income sources of income in order to help reduce uncertainty and risk during retirement. This includes determining the optimal combination of pension options (pension maximization) combined with social security and portfolio value and withdrawal rates. I use a proprietary frame work to design this strategy for each client’s situation.
  • Portfolio Management: Continued management of the retirement income portfolio and monitoring of variables and withdrawal rates.
  • Medical Planning: Analyzing medical coverage and possible demands on the portfolio from an annual cash flow requirement and a lump sum isolated incident basis. This incorporates Medicare planning.
  • Premature Death Planning: Analyze the effects of a death in regards to cash flow and income sources.
  • Long Term Care Analysis: Analyze the risks of a long term illness and the options to meet this cost either through Long Term Care Insurance, Private Pay, or Progress Care Communities.
  • Estate Planning: Developing an effective and efficient estate plan to transfer remaining wealth to the clients heirs. This can include life insurance and trust design.
  • Philanthropic planning: Incorporating philanthropic goals into both living goals and estate planning.
  • My clients are typically 55 and older and either retired or 5 years away from retirement.

Designations and Degrees

  • CERTIFED FINANCIAL PLANNER TM Practitioner
  • Accredited Asset Management Specialist (AAMS)
  • Chartered Mutual Fund Counselor (CMFC)
  • LPL Financial Registered Principal
  • FINRA Registrations 7, 24, 63, 65
  • Registered as an Investment Advisor Representative (IAR) in CA and LA
  • Securities Registered in 16 States
  • CA Insurance License in Life Accident and Health Lic #0B7116
  • CA Partnership Policy training met.
  • BS from Pennsylvania State University
  • Harvard University – Extension studies in investments and finance
  • Ed Slott IRA Education Program
  • College for Financial Planning – Denver CO – CFP Professional Education Program

 

Personal

  • Wife Lori; two children Chad (8) and Kyra (5)
  • Member San Diego Yacht Club (Finance Committee 2001)
  • Member International Association for Financial Planning
  • Volunteer: Dingemann Elementary School, Master Your Sports Football & Scripps Ranch Little League
  • Fleet Captain of San Diego Etchells Fleet 13 - 2000
  • Etchells Faulconer Fleet Champion 2001
  • Born September 1st, 1964: Grew up on Lake Winnipesaukee New Hampshire
  • Hobbies/Main Interest: sailing/boating, snow skiing, time with family.
  • Rotarian — San Diego Club 33 — Paul Harris Fellow

Burt White | Managing Director and Chief Investment Officer for LPL Financial.

Burt’s Primary role is to provide strategic investment guidance for LPL Financial and oversee the endeavors of the Research Department. The role includes setting the vision and assuring integrity for the firm’s pursuit of conflict free, objective advice. He directs a team of more than 20 analysts and investment professionals providing in-depth research on the global economy and markets, portfolio optimization, mutual funds, separate accounts, fixed income, and alternative investments.

Prior to joining LPL Financial, Burt served as a Managing Director and Director of Research for Wachovia Securities for 10 years. Prior to that assignment, Burt provided investment advice to institutional clients through his role as an Investment Analyst for Mercer Investment Consulting. Burt started his career on the buy-side of the business as a Research Analyst for Thompson, Siegel and Walmsley, a value oriented asset manager based in Richmond, Virginia. Burt received his BBA from the College of William and Mary. FINRA Registrations: 7, 24, 65.


Anthony G. Valeri, CFA | Senior Vice President and Fixed Income Strategist for LPL Financial

Anthony leads the due diligence effort on fixed income investments and works closely with the CIO on fixed income strategy. Prior to joining the Research Department in January 2002, Anthony was Head Trader of the LPL Financial fixed income trading desk, which trades over $4 billion worth of fixed income securities annually. Anthony has traded every product with the fixed income area and has expanded Research coverage to individual bonds.

Anthony received a BA in Quantitative Economics and Decision Sciences from the University of California at San Diego in 1992 and received his Chartered Financial Analyst designation in September of 1999. Anthony is a member of both the Association for Investment Management and Research and the Financial Analysts Society of San Diego. FINRA Registrations: 7, 63.


Burt White, and Anthony Valeri are corporate employees of LPL Financial and are not affiliated with Buley Wealth Management Group.

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

Registered for Securities in the following states: AZ, CA, CO, FL, LA, MA, NH, NJ, NY, OH, OK, PA, TX, UT, VA, WI, CA, LA

Registrations Held: 07, 24, 63, 65

Insurance License in the following states: CA, FL, OH