James Lunsford, CPA, CFP

James Lunsford, CPA,CFP is a Managing Director of Sonoma Ridge Capital, LLC (SRC). Mr. Lunsford is involved in the day to day operations of SRC which includes managing Sonoma Ridge Partners, LLC, a commercial bridge finance lender. Sonoma Ridge Partners, LLC was co-founded in 2006 by Mr. Lunsford.

Over the past 20 years Mr. Lunsford has advised clients in the areas of investment management for both individuals and small businesses and tax planning focusing on individual estate and corporate tax issues. Mr. Lunsford has advised businesses on designing and implementing retirement and executive compensation plans. In 2003 Mr. Lunsford became a licensed real estate broker in California and Hawaii and as such has advised and packaged loans and financing programs for residential and commercial borrowers. Prior to his involvement in the private banking industry Mr. Lunsford was a partner in Bridgeway Financial Advisors, LLC and Bridgeway Mortgage Inc. Mr. Lunsford holds a Series 7 and 63 license with the Securities and Exchange Commission and a Life and Health Insurance license in numerous states in the US.

Mr. Lunsford earned a Bachelor of Science degree from Florida State University and has completed post graduate work in international business, advanced corporate taxation, as well as fiduciary accounting and taxation. Mr. Lunsford served as a tax supervisor for Price Coopers, LLC. With Price Coopers he consulted with clients such as the Bechtel family on estate planning and income tax issues. He also taught advanced corporate tax classes for the firms Bay Area offices and then as a corporate tax manager at the Pacific Telesis Group. Mr. Lunsford was on the mergers and acquisitions team reporting directly to the CEO of the company. Mr. Lunsford consulted on tax issues as Pacific Telesis developed the first cellular telephone business in California.

Mr. Lunsford resides in Sonoma, California. Has two children and sits on the board of a not for profit charity that benefits the musical pursuits of residents of the San Francisco bay area.