Workshops


Buley Wealth Management regularly holds educational workshops in the San Diego, CA area.

Our workshops review eight key strategies that can lead to a confident and a independent retirement. We review alternatives that may help you preserve capital, decrease your risk exposure, and reduce your tax burden. We also regularly discuss the current economic outlook and strive to keep people informed of the changing landscape.

There is no cost or obligation for any of our workshops. Nothing is offered for sale at any of our workshops, nor is there any opportunity to invest at the workshop. They are truly educational. So leave your checkbook at home.

James Buley, CFP, CMFC, AAMS is the lead instructor for the workshops and a Registered Principal with LPL Financial. 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. He is known for his ability to make complex issues easily understood.

James has taught hundreds of retirees these eight key strategies for a successful retirement.

If you are interested or have any questions about our workshops or wish to find out about our next scheduled workshop, send us an email or give us a call at (858) 658-0600

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