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James Grennen
Fee-Only Financial Planner & U.S. Treasury Enrolled Agent with Woodhull Capital Advisors, LLC
James Grennen is a fee-only NAPFA registered Certified Financial Planner ™ and U.S. Treasury Enrolled Agent. With a focus on helping clients gain control over their financial lives, James offers expertise in various areas of financial planning including risk management, tax planning, investment consulting, retirement planning, estate planning, budgeting, and debt management. What distinguishes James is his emphasis on reducing both investment costs and taxes simultaneously, catering to individuals and families across different income and wealth levels, with a specialization in assisting corporate executives, business owners, university faculty, and healthcare professionals.
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Location
Bohemia, New York, United States
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