James Christopher Alia
Financial Planning Assistant
James joined Palmers in July 2024, motivated by a desire to deepen his financial literacy and help others understand their financial options. He supports clients with form preparation, updates, implementation tracking and ongoing service agreements, taking pride in making financial planning clearer and less overwhelming.
With a Bachelor’s degree in Biology, James later moved into accounting and then financial planning through Virtual Business Partners, where he discovered his passion for helping people set up strong financial futures.
He values the close-knit culture at Palmers, where he feels part of a growing family. Outside work, he enjoys trips to the beach with his cousins, reading and watching movies, and hopes to keep expanding his knowledge to better support clients.