James Bocinsky is a Vice President and Financial Advisor based in Bernstein Private Wealth Management’s Seattle office. He provides investment and wealth planning advice to individuals, families and their trusts, estates, foundations, endowments, family offices and pension plans. James counsels clients and their professional advisors on a variety of matters, including tax and estate planning, multigenerational asset allocation, individual and corporate retirement planning and the sale of closely held businesses.
Prior to joining the firm he was a wealth advisor with MassMutual Financial Group. Before that he was an advisor with The Lyman Group specializing in business succession and estate planning as well as designing investment strategies with Keever Capital. Both firms were members of the M Financial Group.
James holds a BA in economics and geography from the University of Washington. He is active in his alumni association, Make-A-Wish Foundation of Washington and Alaska, One Eighty Foundation, Northwest Harvest and Treehouse.