About Us​


Practical Financial Advice You Can Count On​

At PilotPoint, we are on a mission of financial literacy for all so that everyone is granted the opportunity to diversify and protect their wealth and achieve financial success.

Financial security is foundational to a thriving actualization of life and well-being. We are committed to helping you achieve this and will guide you along the way.


Our vision at Pilot Point Financial is to provide empowerment to you so that you will learn about wealth, and be provided the tools available to preserve and protect your wealth.



James began his professional journey as a pilot for 10 years. A medical setback may have ended that career, but a mindset of safety and service to others stuck. Staying client-centric and service-centric, James later spent 5 years in the real estate industry as a Broker and Agent, and as a Drone Pilot.

His deep interest in financial technologies led him to further his education in finances, so in addition to an MBA, he attended courses that taught him different financial technologies. Ultimately, he attained a FINRA Series 65 license and numerous other credentials in various financial technologies like Blockchain.

Driven by his desire to serve and educate, James takes his fascination of finance, love of service, and his foundation of safety from aviation, into a path of financial literacy so that others can be empowered to understand and secure their financial future.

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