Biography
James Thornton holds two of the most rigorous designations in finance — the CPA and the CFA — and uses both daily in WAFS's Wealth & Financial Planning practice. He brings quantitative discipline and deep analytical capabilities to client portfolio reviews.
He joined WAFS in 2023 to support Robert Kimura as the wealth practice scales. Before WAFS, he spent four years at a boutique Seattle investment advisory firm building and maintaining custom client portfolios, completing the grueling CFA program while working full-time.
His background in both accounting and portfolio management makes him uniquely suited for WAFS's integrated model, where tax strategy and investment management must align perfectly. Outside of work, James volunteers as an academic tutor with Treehouse, supporting youth in foster care.