SFP Wealth
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.
This person is not in the org chart
SFP Wealth
SFP Wealth specializes in total integration. We believe that clients deserve comprehensive strategies that align every area of their financial picture. By uniting the goals you hope to achieve with a dedicated team of financial professionals, we will empower you to focus on accomplishing the things you value most. We are driven to help clients achieve success. Our financial professionals dedicate their experience across a wide range of disciplines to help simplify the complexities of the financial world. From individual investors and families to executives and small-to-midsize businesses, we work with clients who value a team-driven approach to enhancing financial wellness. Our time-honored process is tailored to our clients situation - no two clients are the same, and no two clients are treated alike. At SFP Wealth, we strive to have each client know our financial professionals, and our financial professionals know each client. This foundation provides unrivaled perspective, objectivity and collaboration as we collectively pursue your financial success. Disclosure: Securities and investment advisory services through qualified registered representatives of MML Investors Services, LLC. Member SIPC (www.SIPC.org). SFP Wealth is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. OSJ: 1 Marina Park Drive, 16th Floor, Boston, MA 02210. 617-585-4500. CRN202612-5396892 Licenses: https://www.sfpwealth.com/licenses-page