James Grennen (CFP®, EA, MBA)

James Grennen focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Hourly
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

I am a fee-only NAPFA registered Certified Financial Planner ™ and U.S. Treasury Enrolled Agent. I help clients organize and gain control over the many parts of their financial lives. This helps the client to focus on the important aspects of their personal lives both in the present and in the future. My planning places a strong emphasis on the simultaneous reduction of investment costs as well as taxes.

I work with individuals and families at all levels of income and wealth. I specialize in helping corporate executives, business owners, university faculty, federal employees, military and healthcare professionals. If you would like to get better acquainted with how my particular areas of expertise might benefit you, please feel free to call me or you can immediately schedule a meeting or consultation with me at: https://calendly.com/woodhullcapitaladvisors

NAPFA Start Date

August 29, 2017


This Office

80 Orville Dr Ste 100 Bohemia, NY 11716 Phone: (631) 257-0807