Jim Grennen

Certified Financial Planner ™ and U.S. Treasury Enrolled Agent at Woodhull Capital Advisors, LLC
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Contact Information
us****@****om
(386) 825-5501
Location
Bohemia, New York, United States, US
Languages
  • English Native or bilingual proficiency
Skills

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Bio

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Credentials

  • Master of Business Administration (MBA)
    Rutgers Business School
    Jun, 1981
    - Nov, 2024
  • Enrolled Agent (EA)
    Internal Revenue Service
    Mar, 2021
    - Nov, 2024
  • Certified Financial Planner (CFP)
    CFP Board
    Mar, 2021
    - Nov, 2024

Experience

  • Woodhull Capital Advisors, LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Certified Financial Planner ™ and U.S. Treasury Enrolled Agent
      • Jul 2017 - Present

      Woodhull Capital Advisors, LLC is a Long Island, New York based financial planning and investment consulting firm. We work with our clients on a fee-only basis. A fee-only approach eliminates the conflict of interests 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. Show less

  • Grennen Financial, Inc.
    • 80 Orville Drive, Suite 100, Bohemia, NY 11716
    • Certified Financial Planner ™ and U.S. Treasury Enrolled Agent
      • Jan 1998 - Present

      Worked with clients of all income levels in the seven areas of financial planning: 1) Saving, Budgeting and Debt Management 2) Risk Management 3) College Planning 4) Tax Planning 5) Retirement Planning 6) Estate Planning and 7) Investments Worked with clients of all income levels in the seven areas of financial planning: 1) Saving, Budgeting and Debt Management 2) Risk Management 3) College Planning 4) Tax Planning 5) Retirement Planning 6) Estate Planning and 7) Investments

  • Prudential Financial
    • United States
    • Financial Services
    • 700 & Above Employee
    • Certified Financial Planner and Registered Representative
      • 1982 - 1998

      Worked with clients of all income levels in the seven areas of financial planning: 1) Saving, Budgeting and Debt Management 2) Risk Management 3) College Planning 4) Tax Planning 5) Retirement Planning 6) Estate Planning and 7) Investments Worked with clients of all income levels in the seven areas of financial planning: 1) Saving, Budgeting and Debt Management 2) Risk Management 3) College Planning 4) Tax Planning 5) Retirement Planning 6) Estate Planning and 7) Investments

  • JPMorgan Chase & Co.
    • United States
    • Financial Services
    • 700 & Above Employee
    • International Operations Specialist
      • 1978 - 1982

      Identified recurring expensive operations problems that existed between Chase and it's foreign correspondent banks. Resolving problems culminated in on site-visits to these banks. Identified recurring expensive operations problems that existed between Chase and it's foreign correspondent banks. Resolving problems culminated in on site-visits to these banks.

  • New York Daily News
    • United States
    • Online Media
    • 300 - 400 Employee
    • Editorial Assistant - City Room
      • 1976 - 1978

      Assisted the editorial staff in daily production of the newspaper. Assisted the editorial staff in daily production of the newspaper.

  • Leviton
    • United States
    • Appliances, Electrical, and Electronics Manufacturing
    • 700 & Above Employee
    • Advertising Copywriter
      • 1972 - 1976

      Wrote advertising copy in various media used in the marketing of commercial and residential electrical wiring devices. Wrote advertising copy in various media used in the marketing of commercial and residential electrical wiring devices.

Education

  • College for Financial Planning
    CFP, Financial Planning
    1988 - 1990
  • Rutgers Business School
    MBA, Finance
    1979 - 1982
  • Fordham University
    BA, History
    1968 - 1972
  • Fordham Preparatory School
    Liberal Arts
    1964 - 1968

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