Broker Check
James Sylvia

James Sylvia

Associate VP / Financial Adviser

James serves as a financial adviser with Pacific Capital Resource Group, Inc. in Lake Oswego, Oregon. The advisers of Pacific Capital take pride in their ability to work with corporate, individual and family clients alike in seeking to provide quality advice, effective implementation, and lifelong service.

Dedicated to the highest ethical standards, James provides clients with planning for various aspects of life including: risk management, estate planning, retirement planning, college funding, investments, professional money management, asset allocation, and business planning. He meets with clients personally to discuss and review their goals and objectives. He then works with a team of advisers and specialists to most accurately analyze and interpret those objectives to provide each client with a strategy that uniquely serves his or her short and long term goals.  Securities and Investment advisory services are offered exclusively through Hornor, Townsend & Kent, Inc.

James is able to provide continuing service by meeting with his clients regularly as time goes on, maintaining and building upon a strong relationship. He monitors each plan and, when meeting with each client, reviews their situation to keep them up to date. This is designed to create a trusted bond between James and his clients and helps ensures that each client’s strategy remains consistent with changing goals, objectives and circumstances.

James has successfully passed his Series 7 & Series 66 exams and holds his Oregon State Life and Disability Insurance license. He graduated from Portland State University with a Bachelor’s degree in Business Administration with an emphasis in Finance.  When he isn’t working, James enjoys a number of different activities including brewing beer, swing dancing, going to Timbers games and exploring the great outdoors of the Pacific Northwest.