James is a San Diego native who followed his passion for finance to New York where he managed investments for Fidelity before returning home and joining his father, Robert McKenna, at McKenna Financial in 2009. James transformed McKenna Financial from a primarily tax-focused practice into a comprehensive financial planning firm. His dedication and commitment have been the driving forces behind the company’s growth and success.

James is a one-of-a-kind person with a natural ability to connect with people of all ages and backgrounds. He goes above and beyond in understanding your financial situation and is able to translate complex concepts in a way that is easy to understand. He strives to truly understand who you are, what’s most important to you, and where you envision yourself in the future. James is the first call for his clients when they have an important financial decision and his genuine passion for helping people pursue their financial goals is evident in every conversation.

James currently lives in San Diego with his wife, Meagan, and three awesome daughters: Athena, Irelyn, and Fira. James enjoys spending time with his family, reading, basketball, chess, martial arts, and staying fit.

Education and Credentials

• Bachelor of Arts degree in Communication from CSU San Marcos
• Master of Science degree in Business Administration – Financial and Tax Planning (MSBA-FTP) from San Diego State University
• Executive Financial Planner certificate from SDSU
• CERTIFIED FINANCIAL PLANNER™ designation

James can be reached directly at james@mckennafinancial.com

CA Insurance Lic. #0G91843