Community Spotlight: Meet James Bortak, CFP®

by Rachael Brice

Managing your personal finances can be time consuming, laborious, and challenging, and overseeing your finances can be a job in itself if done correctly. James Bortak, a Financial Advisor, First Vice President - Investments, and a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional with Wells Fargo Advisors, decided to pursue a career that would provide professional advice and guidance to help relieve the strain of personal investment planning for families and individuals.

“Like anything else in life, everyone is busy doing what they do to make a living, and in order to have the time and expertise to also manage their personal finances, money, and investments, it would take a whole other life to do so,” he said.

After graduating with a BA in Accounting from the University of Alabama in 1994, Bortak began his career working in the accounting department for Wachovia Bank (now Wells Fargo Bank, N.A.). He saw future opportunities for growth and development, and after three years of accounting, decided to pursue his passion – investments and working with people – which ultimately led to Bortak earning his CFP® license in 2001. He transitioned to a role with Wachovia Securities (a predecessor of Wells Fargo Advisors) in 1997 as a Financial Advisor.

“I am very passionate about helping people manage their money so they can spend their time doing what they enjoy most,” Bortak said. “I try to keep the process simple to help improve and enhance my client’s situation so they’re able to achieve their goals.”

Bortak’s principal clientele is comprised of Atlanta’s affluent community members. Recently, Marcus Thompson, a Registered Client Associate, joined Bortak’s team and together they serve 125 households as of 12/01/2016. Over the past twenty years, Bortak has expanded his advisory network and built numerous relationships within the investment industry and local community. He and his staff proactively keep in touch with their clients at least every ninety days, ensuring all clients are served, questions are answered, and financial plans are updated in a timely manner. Bortak sees the need for holistic planning for his clients, as many are extremely busy juggling their own lives and family responsibilities.

“I enjoy serving my clients on a deeper level and providing every aspect of their financial affairs that I can,” he said. “Getting to know my clients on a personal level and learning about their families, their dreams, their goals, where they vacation, and what they enjoy doing, allows me to dig deep and provide the top level of service to fit their specific needs. With the addition of Marcus, we’re able to deepen and strengthen these relationships while we take care of our clients as they deserve.”

According to a recent New York Times article, honesty tops any checklist for prospective clients searching for a financial advisor. Bortak recommends to those who are searching for an advisor to choose one they’re comfortable with and one whom they can trust. He even recommends interviewing two to three different advisors to learn about them, their background, and expertise before making a decision.

“It’s important to surround yourself with people you can trust,” Bortak said. “It’s a comfort to know I am able to help people move in a good direction with their finances and remove some of the worry they may have about their future.”

The Bortak family is heavily involved in the community as Bortak coaches softball, and Brandy, his wife of twenty years, coaches cheerleading. Bortak said the work/life balance isn’t easy, but extremely important. He also recognizes the value of giving back to the community and participates in outreach organizations including the Quinn House, the Heart Association, and Junior Achievement.

Investments in securities and insurance products are: NOT FDIC-INSURED/NO BANK-GUARANTEES/MAY LOSE VALUE
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company

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