As a Registered Investment Advisor we uphold the fiduciary standard of responsibility. This means always acting strictly in the best interest of our client. Other financial providers are held only to a level of suitability.
We are a fee-only advisor delivering genuine transparency and objectivity in creating financial solutions. Solutions are designed to achieve financial success with the highest probability of success at the lowest possible risk.
James Titus has been in the financial industry since 1985. Over his career he has had leadership positions in financial institutions where he initiated and promoted business units unique to those institutions.
James became the youngest Sr. Vice President of a local State chartered bank where he began and managed the Retirement Plan Division and integrated trust services among affiliate banks.
He was instrumental in creating a publically traded mutual fund and initiated a new business unit for a national financial services corporation to offer personal financial planning. In 2008 James founded Titus Financial, Inc. featuring financial planning and investment services predicated on client values and professional objectivity.
James lives where he was born and raised in Portland, Oregon with his wife, son and daughter. The entire family enjoys golf, skiing, fishing, and family vacations abroad.
He served on the Board of Directors and as President of The Raphael House of Portland, the Board of The University Club of Portland, and the Board of The Financial Planning Association of Oregon and Southwest Washington.
He obtained his Certified Financial Planner (CFP®) designation from the University of Portland Pamplin Business School in 2004.