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Our team

Professional, courteous, and independent on your behalf.

We realize in addition to our financial management experience, independent advice and investment resources, the foundation to building client trust is achieved in personalized service and responsiveness.

Take a look at our profiles below to learn more about our advisor's and staff professional experience, then when we meet you can get to know us.

  • Jimh Jim Hayne

    Wealth Manager

    Jim Hayne is a wealth manager with Freedom Wealth Management. In this role, Jim helps individuals with their financial goals, dreams, and desires providing financial planning, helping choose appropriate investments, and supply ongoing monitoring and quarterly reviews.

    A big believer in service to people, Jim supports the idea that every investor is unique and has need for a specialized plan. Jim is a qualified advisor and has been serving individual investors and small business owners for over ten years.

    Jim is not stranger to helping people better their personal situation, having spent over eighteen years in the ministry prior to working as a financial advisor which taught him the importance of focusing on the needs of individuals and then providing the services necessary to move toward the intended results.

    Jim helps individual investors and small business owners understand their cash flow, how they are positioned for their retirement and look at how to transfer wealth to their loved ones and charities in the future.

    Jim resides in Glendora with his wife Beth, and their two wonderful girls. Jim enjoys helping others and is involved in the local Rotary International club. He is licensed with a series 7, 31, 66 and CA Insurance License # OC78918