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James D. Kersey

James D. Kersey

As the owner of Lighthouse Financial & Tax, James D. Kersey has 33 years of financial and estate planning experience. He holds the Chartered Financial Consultant and Chartered Life Underwriter designations. Jim has helped over 600 active employees and retirees in the public and private sectors. Jim still maintains an active life outside the office. He lives in Folsom, CA with his wife and 5 children, is very active in church service and still finds time to wake board and snow ski.

SPECIAL OFFER to Annuity123 readers – Receive your complimentary copy of Stress Free Retirement by Patrick Kelly when you meet with Jim for a personalized Consultation. Contact James today: (800) 579-0954, or

Articles by James D. Kersey