Leadership Financial & Insurance Services

Fiduciary Investment Advisor in Roseville, CA providing wealth management, legacy planning, insurance, annuity strategies, and investment advisory services. We help individuals and families build customized financial strategies focused on retirement savings, wealth protection, and income stability. Whether you’re preparing for the future or reviewing your current strategy, our team helps provide guidance you can trust.

Located in Roseville, CA, Nissi Wealth is a financial planning firm that helps clients achieve their financial goals by providing comprehensive financial planning services, including investment management, retirement planning, and estate planning. The firm's team of experienced financial advisors is dedicated to helping clients make informed financial decisions. By taking the time to understand each client's individual needs and goals, Nissi Wealth is able to develop personalized financial plans that are designed to help clients achieve their financial goals. The firm is committed to providing clients with the highest level of service and support, and is always available to answer questions and provide guidance.

Jim is an experienced Financial Planner, Investment Advisor Representative and Financial Services Representative who has made it his goal to provide individuals, families and business owners with assistance in building their financial freedom. Jim has a Bachelor of Science degree in Accounting and Economics from the University of Nebraska and brings his training and knowledge to his clients as he seeks to help them reach their goals and objectives.