James Curran
Pacific Point Wealth Management · Carlsbad, California
James Curran is a fee-only financial advisor at Pacific Point Wealth Management in Carlsbad, California. James charges a percentage of assets and focuses on retirement planning and estate & legacy planning.
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Specialties
Who they serve
- Early-career professionals
Facts
| Firm | Pacific Point Wealth Management |
|---|---|
| Based in | Carlsbad, California |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $6.4M across 35 accounts |
| SEC registration | Investment adviser representative in CA · CRD 6569802 |
| Exams passed | Series 63 (2015) · Series 66 (2019) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | pacificpointwealthmanagement.com |
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Questions about James
Is James Curran a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Pacific Point Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does James charge for financial advice?
James charges a percentage of assets.
Where is James Curran based?
James Curran is based in Carlsbad, California.
What does James specialize in?
James's specialties include retirement planning and estate & legacy planning. James works with early-career professionals.
Is James Curran registered with the SEC?
Yes. James Curran is registered as an investment adviser representative in CA (CRD 6569802), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pacific Point Wealth Management manage?
Pacific Point Wealth Management reports $6.4M across 35 accounts in assets under management.
How do I contact James Curran?
Through James's website, pacificpointwealthmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Pacific Point Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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