Dr. Jim Estes, Professor, California State University San Bernardino and Palm Desert Campuses
Jim Estes has been in the financial services industry for more than 35 years. With experience as CEO of
an insurance company and as Vice President of a brokerage firm, he became President and CEO of
Arrowhead Financial Group in 1997. During his seven-year tenure there he also taught at Cal State San
Bernardino and was later appointed to a tenure-track position at the University, where he currently
teaches in the Accounting and Finance Department of the College of Business and Public
Administration. He served as Vice President for Fidelity Investment before being named Vice
President/Senior Portfolio Manager for Wells Fargo Bank Private Client Services in Palm Desert. He is a
graduate of CSU Fullerton and California Coast University.
Jim's professional credits include Certified Financial Planner, Certified Financial Consultant, Chartered
Life Underwriter, Chartered Property and Casualty Underwriter, and Security Licenses Series 7, 24, 53,
63 and 65. As a professor he has five papers in professional publications such as the Journal of
Accountancy, Journal of Financial Planning and Journal of Financial Service Professionals.
A resident of Palm Desert, he and his wife, Denise, enjoy golf and wine tasting.
Jim Estes has been in the financial services industry for more than 35 years. With experience as CEO of
an insurance company and as Vice President of a brokerage firm, he became President and CEO of
Arrowhead Financial Group in 1997. During his seven-year tenure there he also taught at Cal State San
Bernardino and was later appointed to a tenure-track position at the University, where he currently
teaches in the Accounting and Finance Department of the College of Business and Public
Administration. He served as Vice President for Fidelity Investment before being named Vice
President/Senior Portfolio Manager for Wells Fargo Bank Private Client Services in Palm Desert. He is a
graduate of CSU Fullerton and California Coast University.
Jim's professional credits include Certified Financial Planner, Certified Financial Consultant, Chartered
Life Underwriter, Chartered Property and Casualty Underwriter, and Security Licenses Series 7, 24, 53,
63 and 65. As a professor he has five papers in professional publications such as the Journal of
Accountancy, Journal of Financial Planning and Journal of Financial Service Professionals.
A resident of Palm Desert, he and his wife, Denise, enjoy golf and wine tasting.
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