James E. Junio, CPA, CVA, CSA, EA

Jim has been a certified public accountant since January 1981. He has international public firm background and large manufacturing firm internal audit experience.

Licenses

  • Certified Public Accountant, California
  • Certified Valuation Analyist
  • CFFA Associate
  • Enrolled Agent, Internal Revenue Service
  • Real Estate Broker, California
  • Securities Licenses: Series 7,65,66,63; State Registrations: CA, AZ, MD, HI
  • Insurance: Life, California License # 0C78841

Jim is qualified to testify as an expert witness by report, deposition and trial testimony in several venues.

Jim is a CSA (Certified Senior Advisor). He has completed a comprehensive course and exam on priority issues relating to senior citizens. As a member of the Certified Senior Advisor society he has met a high level of education in issues pertinent to seniors, including senior loan financing, insurance placement, assisted living with emphasis on retaining possession of one’s personal residence, disability, estate planning and taxation. Society members adhere to a strong code of professional responsibility.

Jim is active in several organizations that benefit children and seniors within the community. He is also involved in organizations, which strike a fair balance in land use between people and the environment.