Brandon Bucheister AIF®

Advisor
Accredited Investment Fiduciary®
Trusted Advisor ™

Coming from a background in firefighting and emergency medical services, I've learned to navigate tough situations by relying on training and staying on point. As a financial advisor, I'm committed to realizing our clients' goals and securing what matters most to them. I believe achieving financial serenity is simple and inevitable through knowledge and discipline.

Growing up amidst the Sonoma County vineyards and the rugged beauty of Arizona's Chiricahua Mountains, where his family ran a thriving ranch, instilled in him a deep reverence for nature. This love seamlessly extends to his passion for the outdoors—be it the adrenaline rush of surfing and ultra-marathon running or the serene moments of meditation, yoga, and exploring new trails.

His journey is woven with diverse experiences. Before stepping into his role as a Financial Advisor at NCAM, he spent transformative years as a firefighter/EMT. This path ingrained in him values of client focus, integrity, resilience, teamwork, and collaboration. Surprisingly, both professions share a common core.

His achievements, from earning a UC Berkeley Financial Planning certificate and an ACCREDITED INVESTMENT FIDUCIARY® designation to passing the Series 65 Investment Advisor Law Examination, along with degrees in Communication Studies from Sonoma State University and Business Administration from Santa Rosa Junior College, are more than accolades—they're milestones in a mission to illuminate paths, foster prosperity, and enrich lives.

At the heart of his drive lies the desire to uplift others and infuse life with purpose. This ethos resonates with NCAM's emphasis on nurturing relationships and their fiduciary duty to exceptional clients. Their legacies and well-being steer his professional journey.

Finance isn't just a profession but a legacy passed down in his family, with his father being a CPA, financial planner, and electrical engineer. This upbringing shaped his understanding of money's significance in people's lives from an early age. The groundbreaking discoveries of Nobel Prize Laureates William Sharpe of Stanford University and Eugene F. Fama's Efficient Market Hypothesis form the bedrock of their beliefs and approach at NCAM.

As he moves forward, his commitment remains anchored in uplifting others and living life on purpose. This dedication aligns seamlessly with NCAM's commitment to nurturing relationships and guiding their remarkable clients toward a future of prosperity and peace. By merging shared values with his unique experiences, he's unwavering in his pursuit of financial tranquility—a journey marked by enlightenment, empowerment, and enduring financial well-being.

James Bucheister MS, CPA

President

From the beginning, I wanted to bring the integrity of the scientific and CPA world into the financial planning world. When we say clients come first, we mean it. Every aspect of our firm makes this promise a priority. From client communications to one-on-one contact, we promote and support only options in the best interest of the client.

James Bucheister, MS, CPA, is a distinguished advisor and shareholder at NCAM Wealth Advisors. Graduating Phi Beta Kappa and holding degrees from UC Berkeley and UCLA in electrical and systems engineering, respectively, he earned his CPA certification at Price Waterhouse. With a multifaceted career, he has consulted for Transamerica Corporation, held a Vice-President role at Wells Fargo Bank, and served as an independent CPA for over 20 years, particularly dedicated to small businesses.

An accomplished author, James penned "Tax Planning for the One-Person Business," aiding independent business owners in achieving financial success. His recent work, "The Armchair Investor," educates on the significance of academic research in building and safeguarding wealth.

Beyond his professional pursuits, James finds joy in family moments with his wife, Nanette, in Sonoma County, California. Traveling alongside their small dog, Pendergrast, they explore the Western United States. Additionally, his musical passion shines as he plays his 1962 Fender P Bass in a local blues band.

In essence, James Bucheister's expertise, ethical dedication, and commitment to knowledge dissemination underscore his influential role at NCAM Wealth Advisors and within the financial landscape.

 

Pendergrast

Security Officer

Meet Pendergrast, the loyal and loving canine member of the NCAM Family. But wait, there's more! Before joining the family, Pendergrast rocked the streets as the daring Sebastian, leading a pack of fellow dogs. With big ears, sharp eyes, and unmatched training, nothing escapes his watchful eye at home or in the office. His transformation from street dog to cherished companion brings laughter and love to all. Pendergrast: the charismatic conductor of joy and devotion.

Subject Matter Experts (SME)

NCAM relies on a team of financial planning subject matter experts (SMEs) who are seasoned professionals with an in-depth understanding of the intricate and ever-evolving financial landscape. These experts bring a wealth of knowledge and experience in fields such as investment management, taxation, retirement planning, and estate management. Their crucial role involves guiding individuals and businesses toward well-informed financial decisions, offering customized strategies to optimize wealth growth, mitigate risks, and secure financial futures. These SMEs are trusted experts providing invaluable insights and expertise that empower clients with unwavering confidence in their financial future.