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James Taska

James Taska

Financial Representative

James Taska is a Financial Representative with Forest Hills Financial Group (FHFG) who enjoys helping his clients understand the benefits of robust long-term planning and asset allocation design. With over 13 years of teaching experience and a love for finance, James takes pride in his ability to explain complex concepts into simple terms, providing immediate actionable guidance that empowers his clients to confidently begin the process of wealth building. Personable and patient, James builds long lasting relationships based on trust and integrity. 

James graduated from the University at Albany with a Bachelor of Arts (BA) degree in Biology in 2006 and earned his Master of Arts (MA) degree in Biology from Stonybrook University in 2013. He began his professional career with the NYC Department of Education teaching high school level science courses including biology, anatomy and physiology to name a few. As a teacher, James felt a deep sense of purpose and enjoyed developing meaningful relationships with his students and fellow faculty members. Being a lifelong learner and self-taught in diversified financial strategies including relative value trading and systematic trend following, James realized he could apply his teaching and relationship skills to the financial world and help others achieve their financial goals. James now brings his unique abilities, financial knowledge and passion for helping people to the financial services industry as an associate with FHFG. 

In his spare time, James loves spending time with his family and reading about investment research. He also enjoys spending time outdoors and surfing. James was raised in Inwood, NY and now resides in Long Beach with his wife Shoshana and their son Luca. 


Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Forest Hills Financial Group is not an affiliate or subsidiary of Guardian. 2023-149579.  Exp.1/25