REGIONAL VP, SAN DIEGO
Office: 858.240.9000
Cell: 412.260.6034
E-mail James
As a Kingsbarn Regional VP, James Rossi utilizes his tax planning and financial planning background to provide simplified 1031 exchange solutions to accredited investors.
James comes to Kingsbarn having worked as a financial advisor for high net worth individuals at one of the fastest-growing wealth management firms on the west coast, WestPac Wealth Partners. As a financial advisor, James helped his clients minimize the impact of taxes on their wealth and helped his clients construct plans to pass that wealth on to the next generation efficiently. Prior to that, James served as an officer in the Navy for six years after graduating from the United States Naval Academy.
James holds a B.S. in Economics from the United States Naval Academy where he was also Co-Captain of the football team. He also holds an MBA from California Lutheran University with an emphasis in financial planning. In his free time, he enjoys going to the beach with his wife and son, working out, playing golf, and he never misses a Navy football game.
Louie Goros leverages his brokerage background and extensive knowledge of commercial real estate to provide his clients with structured real estate investments through Kingsbarn’s diversified investment programs.
Prior to joining Kingsbarn, Louie helped lead a large brokerage team at Marcus & Millichap with over $400,000,000 in transaction volume. There, he specialized in acquisitions and dispositions of multifamily apartment buildings in San Diego County and facilitation of 1031 exchanges. During Louie’s career in brokerage, he represented a wide range of investors, helping them create and preserve wealth through investment sales and advisory services.
Louie proudly served in the United States Marine Corps with 1st Reconnaissance Battalion at Camp Pendleton, CA. Following his honorable discharge from the military, Louie went on to obtain a Bachelor of Science degree in Business with a concentration in small business management and entrepreneurship from the University of Phoenix.
Outside of the office, Louie enjoys staying fit and spending time with his wife, Brogan, and two-year old daughter, Taya.
Office: 424.343.9000
Cell: 630.247.5881
E-mail Louie
