James L. Kirkpatrick

James L. Kirkpatrick

Employee Benefit/401(k) Specialist

CA Insurance License 0680836

Jim has more than 30 years of experience in the financial services industry. He is securities registered and insurance licensed, specializing in designing custom benefit packages for small to medium-size business owners. 

In his role as a consultant, he works closely with business owners advising them on their primary responsibilities to be COBRA, DOL, & ERISA compliant and with his associates at MWM assists with financial and estate planning.

Jim’s primary responsibilities are to stay current on the ever-changing tax, financial, and legislative issues and products that impact business owners and their employees along with conducting regular employee benefit meetings. Jim and his better half, Kimberly, reside in Del Mar. His son Matthew recently graduated from USC and works in Los Angeles. His younger son Ryan is at Cal Poly SLO studying Computer Science.

Jim loves the ocean, whether it’s sailboat racing, surfing, or swimming along with his sidekick Lily the yellow lab. He has been involved with the San Diego Big Brother's program the past few years.