Palm Desert, Los Angeles
Jim Watson, CEPA
Financial Advisor
Jim Watson joined Cypress Wealth Services as a Financial Advisor in September 2024. With a career in financial services that began in 2006, Jim is passionate about fostering long-lasting relationships and guiding clients toward achieving their financial goals. As a Certified Exit Planning Advisor (CEPA), Jim specializes in working with business owners who are focused on scaling their businesses and growing their personal wealth. Whether you're aiming to expand or preparing for a successful exit, Jim’s experience as a CEPA ensures that your business grows in value while aligning with your financial objectives. He collaborates with each client to create a personalized financial plan, facilitating a smooth transition into a prosperous and fulfilling retirement. Residing in Palos Verdes Estates with his wife, Colleen, and their two sons, Cameron and Bryce, Jim appreciates the balance between family, business, and personal aspirations. The Watson family shares a love for the outdoors, spending winters skiing and snowboarding in the mountains, while the beach and hiking trails keep them active throughout the year. This deep connection to nature and family inspires Jim’s dedication to helping business owners achieve financial freedom and build a lasting legacy for their own families.
What are 3 words people use to describe you?
Upbeat, Trustworthy and Caring
What is the best advice you have ever been given?
My Dad always told me to be good listener. I think being a good listener fosters strong relationships, helps build trust, and allows for more meaningful communication.
Trust is the foundation of strong relationships and once broken, it can be incredibly difficult to rebuild. One life lesson with trust is learning to balance vulnerability and discernment: being open enough to trust others, but wise enough to recognize when someone isn't deserving of that trust.
I love helping people become financially organized. By guiding clients to organize their finances—whether it’s through budgeting, debt management, or investment planning—I give them the tools to make informed decisions and reduce financial stress.
What life lesson did you learn the hard way?
What do you enjoy most about working in wealth management?
The information on this website is provided as information only and should not be considered investment, tax or legal advice or a recommendation to buy or sell any type of investments. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by our firm unless a client service agreement is in place.
Form ADV and Form CRS contain important information about the advisory services, fees, business, background, and experience of advisory personnel. Form ADV is publicly available and may be viewed here. Form CRS is publicly available and may be viewed here.
Investment advisory services are offered through Cypress Wealth Services, an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Securities are offered through M.S. Howells & Co., a registered broker/dealer, and Member FINRA/SIPC. The entities listed are not affiliated and neither offer legal or tax advice. Registered Representatives of named entities may only conduct business with residents of the states and jurisdictions in which they are properly registered.
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