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David L. James

David L. James

For over 25 years, I have enjoyed working with families and individuals to help them reach their financial goals. By partnering with my clients to build a financial roadmap that is tailored to their unique needs, we are able to create a path to financial security.


  • B.S. Psychology & Business Administration – Ball State University
  • Certifications & Affiliations

  • FINRA Licensed
  • Life, Health, & Long Term Care Licenses
  • Locations & Hours

  • Irvine, CA - Monday through Wednesday, Friday
  • Brea, CA - Thursday

  • Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. BCU has contracted with CFS to make non-deposit investment products and services available to credit union members. BCU Investment Advisors is a trade name for the investment services available at BCU.