San Diego, California
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Meet James.
James Ciprich advises a broad range of clients, with particular attention to retirees considering housing and care options. He established the Senior Solutions specialty at predecessor firm RegentAtlantic. Based in Morristown, he combines wealth advice with experience teaching financial planning and contributing to an MIT AgeLab advisory council.
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- Areas of focus
- Retirement planning · Senior housing decisions · Care planning
- Credentials recorded in sources
- CFP®
- Investment minimum
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- Fees & compensation
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- Contact verification
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01Which services do you offer for someone with my goals?
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Corient
6 listed professionals
Corient is a fee-only wealth management firm serving individuals and families. Its published services combine investment management and wealth planning with wealth transfer and family office support, including tax, philanthropy, family governance, lending, and other specialized needs.
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Professional sources reviewed 2026-09-16. Location: Current official directory lists the named advisor and office. The individual biography explicitly identifies this city.. Listing does not imply participation, endorsement, or availability for new clients.
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