James Selu, CFP®, CEPA®, CBDA
Maximize Your Financial Potential
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More
Serving Clients Nationwide
Maximize Your Financial Potential
Areas of Focus
- Equity Compensation Options
- Estate Planning
- Financial Life Planning
- High Net Worth
- Investment Management
- Owning a Business
- Retirement Planning
- Taxes
About James Selu, CFP®, CEPA®, CBDA
Hi, I'm James Selu. I am the President and CEO of Palm Coast Wealth Management and have been serving clients since 2008. I've earned the Certified Financial Planner (CFP®) and Certified Exit Planner Advisor (CEPA®) designations, and I'm Certified in Blockchain and Digital Assets (CBDA).I have extensive experience helping individuals and businesses work toward achieving their financial goals and a deep passion for educating my clients and empowering them to make informed decisions. Over the years, I’ve built a reputation for delivering comprehensive, strategic financial advice tailored to each client’s unique needs.
My expertise includes investment management, retirement planning, income planning, estate planning, insurance planning, and risk management. I believe in taking a holistic approach, working closely with clients to understand their goals, priorities, and aspirations so we can create personalized financial roadmaps designed to help them succeed.
Throughout my career, I’ve remained committed to excellence and to staying ahead of the ever-evolving financial landscape. By combining thoughtful insights with a client-first focus, I strive to build lasting relationships grounded in trust.
I’m driven by a mission to simplify complex financial concepts so my clients feel confident and empowered in their decisions. My experience and dedication allow me to serve as a trusted partner for those seeking financial stability and long-term growth.
I’m happily married to my wife, Teresa, and together we have five children. Outside of work, our family loves spending time at the beach. Between school activities and sports, there’s never a dull moment in the Selu household.
Professional Designations
- Certificate in Blockchain and Digital Assets
- Certified Exit Planning Advisor (CEPA)
- CERTIFIED FINANCIAL PLANNER ®
Primary Location
2625 Townsgate Road Suite 330, Westlake Village, CA 91361
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to get in touch and schedule a complimentary consultation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Palm Coast Wealth Management
At Palm Coast Wealth Management, we provide strategic guidance to help you optimize every facet of your financial life.We believe in giving you clarity about where you are, where you want to go, and what opportunities are available so you can prioritize your goals and develop a comprehensive plan that maximizes your potential and takes you to the next level. We focus on detailed, personalized advice designed to ensure you’re taken care of today and in the future so you can let go of worry and live life to the fullest.
We take a thorough approach to financial planning because even small adjustments can make a big difference over the long run. We strive to be reliable and accessible, responding to your questions and needs in a timely manner. Our advice is sensible and grounded in time-tested principles so you can trust it through every season of life.
Your financial world may be complicated, but planning shouldn’t be. We genuinely care about your well-being, and we’ve built a personal, approachable process that allows us to get to the root of what matters most to you. We dig through the details and provide practical, real-world advice that gives you clarity about your options and opportunities.
As an independent practice, we have the freedom to choose financial products and solutions that best support your goals. We act as fiduciary advisors, which means everything we do is intended to further your best interest, period. We’re committed to providing advice that is objective, transparent, and aligned with your needs.
Our leadership brings deep expertise to the planning process, including a broad range of knowledge to managing wealth at a high level and helping clients navigate complex financial decisions.
At Palm Coast Wealth Management, we partner with you to build a financial plan that reflects your aspirations, supports your objectives, and adapts as your life evolves. Whether you’re planning for retirement, growing your investments, or seeking financial confidence for the future, we’re here to empower you with clarity, guidance, and thoughtful support.
Education
Brigham Young University, BA - International Relations, Economics
Hobbies and Interests
- Beach
- Family
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
We Want Your Voice to be Heard
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
➡️ Are you reviewing a financial advisor? Learn more about Certified Advisor Reviews.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2024 Wealthtender, Inc.
FAQs
FAQ Disclosures
Services are provided under the name Palm Coast Wealth Management, a dba OneSeven. OneSeven is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training. All titles listed for individuals associated with Palm Coast Wealth Management represent the individual’s role with Palm Coast Wealth Management, and not their role with OneSeven. Investment products are not FDIC insured, offer no bank guarantee, and may lose value.