James Naldi - Email & Phone Number

Director, Research and Portfolio Construction at Independent Financial Group, Llc

James Naldi is based out of San Diego Metropolitan Area and works at Independent Financial Group, Llc as Director, Research and Portfolio Construction.

James Naldi's Contact Information

James Naldi's Work email

j*****@ifgs***.com

Valid

Latest update

October 24, 2025

Location

San Diego Metropolitan Area

James's current employer

Independent Financial Group, Llc

Description

Independence,Perfected. Integrity. Balance. Independence. Independent Financial Group, LLC is based on three core values shared by Indepe...

Website

ifgsd.com

HQ Location

San Diego, California, United States

Number of employees

51-200

Industry

Financial Services

Latest update

May 1, 2024

Read about Independent Financial Group, Llc

Frequent questions about James Naldi

What company is James Naldi working for?

James Naldi works for Independent Financial Group, Llc.

What is James Naldi's function at Independent Financial Group, Llc?

James Naldi is Director, Research and Portfolio Construction at Independent Financial Group, Llc.

Where is James Naldi based?

James Naldi is based out of San Diego Metropolitan Area.

What is James Naldi's work email address?

James Naldi's professional email address is j*****@ifgs***.com

Who are James Naldi's co-workers?

James Naldi's colleagues are Ken Craig, Tom Otten, Scott Davis, CPA MBA, Doug Hall, Travis Hicks, Lauren Goettsche, Chad CIMA, Michael Watson, Troy Pearson, Janis Naiman, Christopher Weber, Paul Larrabee, Jason Benham, Jay Wurtzler, Jammie Avila, Shelley Reeves, Kevin Wang, Thomas MONAHAN, Philip Johnson, Michael Davidson, Travis J.D., Tiffany Onevathana, Jen Gaddie, Bob Davidson, Vanessa Torres, Jim Fahy, Jeff Nero, Jim MacDonald, Craig Spanton, David Ebner, Clark Stevens, Brett Gatta, Madison Turbeville, CAIA.

James's co-workers

Ken Craig

Owner/Financial Advisor, Craig Financial Group, Inc.

Tom Otten

Wealth Manager/Business owner

Scott Davis, CPA MBA

VP of Finance

Doug Hall

CCO of Independent Financial Group

Travis Hicks

Vice President of Alternative Investments

Lauren Goettsche

Vice President Operations

Chad CIMA

SVP, National Sales, Wealth Management and Marketing

Michael Watson

VP, Head of Wealth Management

Troy Pearson

Director of Operations

Janis Naiman

Director, transition services

Christopher Weber

Lead Advisory Consultant

Paul Larrabee

Director Insurance and Annuities

Jason Benham

Director, Retirement Services and Practice Development

Jay Wurtzler

Registered Principal

Jammie Avila

Registered Representative

Shelley Reeves

AML Compliance Officer

Administrative Assistant

Travis J.D.

Chief Compliance Officer

Tiffany Onevathana

House Accounts Assistant

Jen Gaddie

Manager, Corporate Communications & Events

Bob Davidson

Registered Representative

Vanessa Torres

Due Diligence Analyst, Alternative Investments

Advertising Compliance Analyst

Investment Advisor Representative

Brett Gatta

Financial Advisor

Madison Turbeville, CAIA

Manager, Alternative Investments

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