Meet Your Team

Our team is committed to providing a personalized and dedicated service experience. With a fresh and innovative approach, we focus on building strong, long-term relationships with our clients. Guided by our core values, we craft strategies that align with your unique financial goals, ensuring that our partnership prioritizes your financial well-being and growth every step of the way.

I’m James Baccarini, your dedicated financial advisor, ready to guide you towards a secure and prosperous financial future. I take immense pride in my academic journey, graduating from the University of West Florida with a degree in Finance. With eight years of invaluable experience in the financial services industry, I’ve had the privilege of helping numerous clients achieve their financial goals and navigate the complexities of the financial world.

Beyond my passion for finance, I am deeply committed to giving back to the community. Volunteering in a youth ministry has allowed me to impart crucial life skills to young minds, empowering them to make sound decisions as they embark on their own journeys. Additionally, my love for sports has led me to coach travel and high school soccer teams, where I instill the values of teamwork, discipline, and responsibility in our talented athletes. In my personal life, I find unwavering support from my loving wife, Hannah, who shares my enthusiasm for making a positive impact in the lives of others.

As your financial advisor, my priority is understanding your unique financial goals and creating a tailored strategy that aligns with your aspirations. Whether you’re planning for retirement, managing investments, or safeguarding your wealth, I am here to provide expert guidance every step of the way. Together, we’ll navigate the financial landscape, and with my knowledge, experience, and genuine care for your financial well-being, we’ll build a brighter financial future for you and your loved ones. Let’s embark on this journey together!

My journey into the financial sector has been driven by a singular passion: to be of maximum value to the families and friends I serve. This is where I need to be, where my dedication to helping others achieve their goals and educating them on the path to financial success truly comes to life. 

My educational foundation was laid at the University of West Florida, where I earned a degree in Healthcare Administration. This academic experience, combined with a career in regulatory compliance within the medical device industry, has honed my ability to navigate complex regulatory landscapes. I’ve found these skills to be invaluable as I transitioned into the realm of financial advising, guiding friends and families towards securing their financial futures.

At the heart of my practice is a dedication to cultivating meaningful, long-lasting relationships with clients. Recognizing that each individual has distinct financial needs and aspirations, I focus on creating personalized roadmaps that align with your vision for the future. Instead of a one-size-fits-all approach, my nuanced understanding of risk and opportunity empowers you to make well-informed financial decisions.

When I’m not delving into financial strategies, you’ll find me spending quality time with my family, rooting for our local sports teams, or staying active with Crossfit. As a life-long learner, I find joy in continuously expanding my horizons, whether it’s through an insightful read or meaningful conversations. My personal interests don’t just serve as a break from the professional world; they enrich it. These experiences shape my approach to financial advising, reminding me that at the heart of every financial plan is a person or family with their own passions, challenges, and dreams. It’s a privilege to be part of your journey, both financial and personal, as we work together to build a secure and fulfilling future.

My desire for becoming a Financial Advisor comes from my passion for helping people, and what better way to do that than making sure my friends, family, and clients find financial security in life. The bedrock of my financial education comes from my time at the University of West Florida, where I completed both my Bachelor in Business Administration and MBA with an emphasis in Business Analytics. From my time in and out of college, I have developed a strong pull towards working in the financial sector and becoming an invaluable resource for families in the Pensacola area. 

I spent my first four years outside of college in the banking industry helping people achieve the dream of home ownership. I then moved into a human resources position in the medical device industry where I get to help people every day with problems that are big and small. At my core, I want to help people. I believe that financial literacy and competency is the key to making sure that all of your hard work in life is not wasted. I know that tackling financial challenges and planning for the future can be a stressful topic, so I hope to be able to ease some of that stress and educate you along the way.

In my off time, I cherish spending time with my wonderful wife, Angie, and our two cats, Kai and Nala. I enjoy reading in my backyard, spending time at the beach, and making memories with my tight knit family and friends. Also, I am always looking for a good movie recommendation! I look forward to getting to know you and helping you in your financial journey.