Jim Griglun

Jim Griglun, CFP®, CEPA, MBA, has over 18 years of experience in wealth management and client services. Currently serving as a Wealth Advisor at SFP Wealth since April 2017, Jim Griglun specializes in managing high net worth clients and overseeing all customer service matters. Prior to this role, Jim Griglun worked at Kaplan Financial Services from April 2007 to April 2017 as a Client Service Associate, where responsibilities included client relationship management, account operations, trading, and implementing operational projects. Earlier in their career, Jim Griglun held the position of New Business Associate at Commonwealth Financial Network, providing support for insurance applications. Jim Griglun earned a Master of Business Administration from the Questrom School of Business at Boston University and a Bachelor of Arts in Political Science from Union College.