James C. Eastman is the Founder and Managing Director of Regional Family Offices.
Mr. Eastman has over 35 years of experience as a Certified Public
Accountant and was one of the first CPAs in the country to be recognized by the American Institute of CPAs as a Personal Financial Specialist. His biography was listed in the 1996 edition of Who’s Who in Finance and Industry.
Mr. Eastman is a long-time member of the AICPA, the Professional Financial Planning Division and the FICPA. He previously served as an officer and director of the Estate Planning Council of Naples.
In 2012, James was nominated by Gulfshore Life magazine as one of the Top Financial Advisors in Southwest Florida for a third year. In 2014, Mr. Eastman was nominated for the Ernst & Young Entrepreneur of the Year Award for innovations developed by his firm, Regional Family Offices. Mr. Eastman currently serves on the Board of Trustees of the American Bible Society and is a member of its Investment Committee.
Prior to founding Regional Family Offices, Mr. Eastman was the Director of Family Wealth Management for the Citi/Smith Barney Family Office in Naples, Florida.
Mr. Eastman has been serving the wealth management needs of affluent families in the Naples area since 1987.