James Earwicker brings nearly 30 years of finance, financial management and accounting experience to bear for his clients. With a unique combination of academic and professional experience, including C-Level positions, James is the lead consultant at Earwicker Financial Management ready to make an impact for you and your business.

James has held CEO and CFO roles in small and middle market firms, and was a Vice President at Wells Fargo Bank for nearly 24 years. He is also an Adjunct Professor in Finance for the School of Business Management at National University and routinely teaches courses in Business Finance, Corporate Valuation and Managerial Accounting. He holds a BA in Physics and English from UC Santa Barbara and an MBA in Finance from San Diego State University. 

Life Agent Licenses

CA License #: 0E59182
FL License #: W718501 

Core Competencies:

• Life Insurance
• Business Management
• Financial Analysis
• Capital Structure & Budgeting
• Lending
• Sales Analysis & Management

Lecturer and content contributor for courses in subjects such as:

• Investments
• Capital Structure
• Corporate Valuation
• Business Finance
• Financial Statement Analysis
• Financial Institutions and Capital Markets
• Managerial Accounting
• Working Capital Management
• International Financial Management