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    James Grennen

    Fee-Only Financial Planner & U.S. Treasury Enrolled Agent with Woodhull Capital Advisors, LLC

    James Grennen is a Certified Financial Planner™ and U.S. Treasury Enrolled Agent affiliated with Woodhull Capital Advisors, LLC in Bohemia, New York. He has over four decades of experience in the financial advisory field, demonstrating a strong commitment to helping clients manage their financial needs effectively.23

    Professional Background

    • Education: James holds an MBA from the Rutgers University Graduate School of Business, which complements his extensive experience in financial planning and tax resolution.3
    • Experience: Prior to his current role, he spent significant time in sales, predominantly within the technology industry, before transitioning fully into financial services. This diverse background has equipped him with valuable insights into both personal finance and business operations.45

    Services Offered

    At Woodhull Capital Advisors, Grennen provides a range of services that include:

    • Comprehensive financial planning
    • Investment management
    • Tax strategy and resolution services

    His dual qualifications as a Certified Financial Planner™ and U.S. Treasury Enrolled Agent enable him to offer specialized tax advice and representation before the IRS, enhancing the breadth of services available to his clients.26

    James Grennen's LinkedIn profile can be found under the username jimgrennen, where he shares insights and updates related to his professional activities.1

    Highlights

    Dec 2 · nerdwallet.com
    How Much Does a Financial Advisor Cost? - NerdWallet
    May 6 · contactout.com
    Jim Grennen Email & Phone Number - ContactOut

    Related Questions

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    James Grennen
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    Location

    Bohemia, New York, United States