Experience

Makes all the difference

James Tarantino

Managing Director–Wealth Management

Financial Advisor

Registered States:

James Tarantino

Recognized as an industry leader:

Forbes Best-in-State Wealth Advisors, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
Forbes Best-in-State Wealth Management Teams, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.

James Tarantino

200 Clocktower Place
Suite 150
Carmel, CA 93923

(831) 626-2320

Email Me

James Tarantino

Managing Director–Wealth Management

Financial Advisor

Registered States:

Recognized as an industry leader:

Forbes Best-in-State Wealth Advisors, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
Forbes Best-in-State Wealth Management Teams, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.