James Vassas, Jr., CFP®

Confidnently invest in your financial planning and money management jorney.

Connect Cancel

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
Contact Me
San Diego, California

Serving Clients Nationwide

Confidnently invest in your financial planning and money management jorney.

Areas of Focus

  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

James Vassas, Jr., is a 2001 graduate of Fairleigh Dickinson University in Florham Park / Madison, New Jersey, and a Certified Financial Planner™. Since his graduation, he has spent his professional life in the financial services industry, priding himself in helping people exceed their financial expectations.

He began his career with First Investors Corporation in 2002. From 2007 to 2015 he was an owner and founder of Marathon Financial Services, LLC, a New Jersey based financial services firm which specialized in the preparation and implementation of financial plans for individuals and small corporations.

In 2007 Marathon Financial Services, LLC, partnered up with BCG Securities out of Delran, New Jersey. In 2013 Marathon Financial Services, LLC, partnered up with Parkland Securities and SPC out of Ann Arbor, Michigan. He then created Cairn Investor Services, a Registered Investment Advisory firm in 2016.

Jim strives to encourage an intimate experience between clients and their financial professional.

It is very important to Jim to support his community while maintaining a strong professional foundation. Some of his community activities include:

- Past Board of Trustees, West Grove United Methodist Church
- Past Youth Director, Middletown United Methodist Church
- Eagle Scout and active supporter of Boy Scouts of America

Professional Designations


Primary Location

7777 Fay Ave. Suite 230 San Diego, CA 92122

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Hourly Rate
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call. 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


About our Firm

Whether developing a financial plan, creating a customized executive benefits program, or preparing a detailed asset allocation analysis, I will chart a course that takes into account your specific long-term objectives and economic necessities.


Life is about decisions, decisions determine destiny. It is our goal to help everyone achieve financial contentment. In doing so it is important to understand our philosophy of managing money. The four basic principles outlined here are really nothing more than basic common sense. Our entire investment methodology is based on them.

1. Before You Devise a Plan To Make Money, You Must First Devise a Plan To Avoid Losing It

2. No Management Strategy Can Be Effective Without Clearly Defined Objectives

3. Wealth Is Not Created By Investment Returns, It Is Created By Savings And Preserved By Investing

4. You Can Control Risks, But Not Returns

Since 2002, we have helped create programs and portfolios to meet long-term financial goals. Financial planning and money management is what we love to do. Have questions about investments, taxes, retirement, estate planning, or working on goal based planning? I would be glad to help!


Fairleigh Dickinson University-Florham Campus, BA, Hotel & Restaurant Management

Who We Serve

  • Baby Boomers
  • Corporate Executives
  • Dual Income Family
  • Gen X
  • Living in Retirement

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for providing access to the benefits described here (including being featured on this profile page), subject to these terms. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.