About James Rukstalis, CLU, ChFC, CFP®

James Rukstalis, CLU, ChFC, CFP®, is a nineteen year veteran of the financial industry, having built a successful retirement planning business, with clients throughout all of California, Ohio, Minnesota, Florida, Washington & Texas. He has worked with regular individuals from all types of professions including Federal Employees, Bay Area Rapid Transit, Kaiser, San Jose State Teachers & Football Coaches, Cal Berkeley Football Coaches, and San Francisco 49ers. His specialties include planning for retirement, setting up guaranteed retirement income, estate transfer planning, FERS & CERS Governmental planning, and planning social security strategies. He has been published in several retirement trade publications for seniors and retirement planning. He was instrumental in helping overturn the 401(a) retirement plans to BART employees for the state of California. He also holds a variety of licenses including Insurance, Real Estate, NMLS (Lending) & Notary Public. He is licensed in multiple states. He also holds many designations including CAS & ChFEBC.