James Baltzersen, AAMS®, AIF®
James Baltzersen is a financial advisor and is the President of Riverstone Financial Group LLC. James has worked as a financial advisor for more than 15 years.
James has set the mission of RFG: To personalize our relationships through understanding each client’s personal and financial goals, helping set the foundation for a long-term relationship and fluid financial planning in an ever-changing environment.
James believes the focus should always be on the client and the client’s investment objective by providing honest and understandable advice. James feels that he can shift an investor’s experience with money and investing from one of fear and uncertainty to one of faith and confidence.
James is a graduate of Clearwater Christian College with a B.S. in Business Administration. James has earned the following registrations: Series 7, 63, 66, Life Insurance, Long Term Care Insurance, and Annuity Contract Licenses. In addition, James has earned the Accredited Asset Management Specialist (AAMS®) and the Accredited Investment Fiduciary (AIF®) professional designations.
James is a life-long resident of Crown Point. He and his wife, Joy, have 3 children. They are active members of their church where they serve in many capacities. James also currently serves as a Past President Director of the Crown Point Rotary Club and is a Past Assistant Governor for Rotary International District 6540.