J.P. Wirig, CPA
J.P. Wirig helps his clients find peace of mind by designing custom strategies that put them on a path to financial freedom. As a fiduciary, he builds deep relationships with clients that are founded on trust and integrity, so clients can be assured that J.P. is working in their best interests.
For J.P., the number crunching, technical aspects of investments and wealth management make all the difference. Averse to the “mass market” approaches, he uses in-depth, comprehensive planning to help give his clients confidence that they are making sound financial decisions for their future.
Specializing in investment advisory services for dentists and physicians, J.P.’s career in finance began as a public accountant with KPMG Peat Marwick in Boston in 2001. In the years since, he has built a career in wealth management and has been featured as a regular speaker at the University of California, San Francisco; The University of the Pacific School of Dentistry; and various dental societies. He started Buckingham Strategic Wealth’s Walnut Creek office in 2018.
J.P. strives to continue learning and honing his knowledge every day. He is a self-confessed techno-geek who loves to explore the latest and most advanced ideas and technologies. He holds a master’s degree in accountancy from Brigham Young University.