Meet James D. Kersey2021-07-27T23:20:15+00:00

Meet James D. Kersey

Jim is a licensed financial professional and the owner of Lighthouse Financial & Tax. Opening his practice in 1980, he has helped individuals and families prepare for and enjoy retirement for over 39 years. Jim holds four designations from the American College including Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Registered Health Underwriter (RHU), and Registered Employee Benefits Consultant (REBC). He also holds the series 6, 63 & 65 registrations, which allows him to actively manage his clients’ assets.




Learn more about James and his no-nonsense approach to Retirement Planning:

2204 Plaza Dr., Suite 100., Rocklin, CA 95765