James H. Braziel, CFP®
Registered Principal, NPB Financial Group, LLC
James H. Braziel has spent his career educating and helping clients grow their wealth, and keep it in the family. He is a CERTIFIED FINANCIAL PLANNER™ professional and is widely recognized as an expert in the field of advanced estate planning. Jim has taught over 50 courses, training CPAs and attorneys on business succession and estate planning techniques. (Continued bellow)
Jim is the oldest of four siblings. Jim was born in Pasadena and moved to Medford, Oregon when his father passed away when he was 12 years old. When he was a teenager, his family moved again, this time to Chico, where he graduated from Chico High School. At the early age of 20 Jim embraced his entrepreneurial spirit and opened his first business, an A&W Root Beer stand. Subsequent to that he opened another restaurant before entering the financial services industry.
Jim was a pioneer in helping establish the independent financial planning industry. He joined other like-minded professionals to form one of the first independent broker dealers in 1983. When that firm was later acquired by a large insurance company Jim and others, who wanted to continue to put their clients’ best interests first, came together to form NPB Financial Group, LLC. Today, Jim continues to enjoy serving his clients and gets great satisfaction out of educating the next generation on wealth management and transfer techniques.
Jim met his wife Carol during the early years at the A&W Root Beer stand. They raised their two children, Jim and Addie in Chico, and continue to be active in the Chico community today. Jim is a member of SIRS (Sons in Retirement) and currently serves as the Program Chairman. He is also a much sought after live auctioneer that frequently volunteers his time for many charitable causes, including raising money for the local museums, high school sports teams and the children’s choir. Jim and Carol are active members of the Chico Elks Lodge, where they enjoy the Elks RV adventures. They love hiking, biking, kayaking, sailing and golf.
Licenses & Professional Designations
- CERTIFIED FINANCIAL PLANNER™ professional
- Agent - Life, Disability & Health (CA Insurance #0334762)
- Series 1 - Registered Representative Examination
- Series 24 - General Securities Principal Examination
- Series 51 - Municipal Fund Securities Principal Examination
- Advisory Affiliate - NPB Financial Group, LLC
- Registered Investment Advisor - Braziel & Associates, LLC