James Grennen
MBA, CFP®, EA
Woodhull Capital Advisors, LLC
Financial Advisor
James Grennen
MBA, CFP®, EA
Woodhull Capital Advisors, LLC
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - James Grennen, MBA, CFP®, EA
Fee-Only Financial Planner located on Long Island (Bohemia, NY) and serving the NY Metro region.
James Grennen is a fee-only financial planner serving all of Long Island, NY. Woodhull Capital Advisors specializes in comprehensive financial planning, tax planning and retirement distribution planning to help families grow and protect their assets through all stages of life. As a fiduciary, James Grennen has a sworn and legal obligation to put the interests of the client first, to provide unbiased and trustworthy financial advice.
James Grennen is a fee-only financial planner at Woodhull Capital Advisors, LLC located in Bohemia, NY
I am a fee-only NAPFA registered Certified Financial Planner ™ and U.S. Treasury Enrolled Agent. I am currently working toward my Chartered Special Needs Consultant® (ChSNC®) designation. 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 special needs families and those facing aging-related challenges. Creating a special needs financial plan reduces the financial burden and allows the loved one to live a full life. This means enjoying security, independence and having the capacity to do what they want with their lives. 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 here.
James Grennen is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Woodhull Capital Advisors, LLC is a Long Island, New York based financial planning and investment consulting firm.
We choose to work with our clients on a fee-only basis.
A fee-only approach eliminates the conflicts of interest that may accompany commission-based product sales. We believe this allows for a more objective approach to financial planning.
Woodhull relies on business practices that are transparent, accountable and open. We do not sell financial products or accept commissions of any kind.
Our loyalty is to our clients.
You work hard for your money. We’ll work hard to protect it.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Consulting
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- University Professors & Administrators
- Federal Employees & Military
- Business Owners
- Special Needs Families
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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James Grennen is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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James Grennen is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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James Grennen is an Enrolled Agent with the IRS (Learn More)An enrolled agent is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential awarded by the IRS.
Contact James Grennen
Office Locations:
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80 Orville Drive
Suite 100
Bohemia, NY 11716
