James Griffin, Managing Partner

711 Ballard St Unit 2000 Altamonte Springs, FL 32701

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How I Like to Work With People

For me, financial planning thrives on deep collaboration. By getting to know every client's unique story, hopes, and concerns, I craft personalized solutions that truly empower them. Don't see me as taking control; think of me as your financial co-pilot, helping you identify, prioritize, and navigate your most important goals. Trust and transparency are cornerstones of my approach. Together, we leverage our respective strengths, celebrating both our similarities and differences, to chart a course toward financial success.

Areas of Focus

I have three main areas of focus: - Income Planning for Retirees - Planning for Young Families - Privacy-Focused Individuals

Why I Became a Financial Planner

My path to financial planning was paved by resilience and resourcefulness. Growing up, my mom single-handedly juggled multiple jobs to give me the best, instilling in me the value of financial responsibility and the power of hard work. Witnessing her tireless efforts sparked a passion in me to help others navigate their own financial journeys. Managing my way through college, juggling debt and budgeting, I discovered the world of financial planning. I naively assumed financial success came hand-in-hand with knowledge, but working in the industry revealed a different truth. People from all walks of life, regardless of background or income, often lack the tools and guidance to optimize their financial health. That's where I come in. As your financial planner, I'm not here to judge or dictate. I'm here to partner with you, understand your unique situation, and empower you to make informed decisions. Together, we can create a clear roadmap to achieve your financial goals, whether it's managing debt, building wealth, or securing your future. My personal experiences fueled my fire, and I'm driven by the belief that everyone deserves access to financial well-being. Let me be your guide, your financial co-pilot, as we navigate the journey towards a brighter financial future.

Education

  • Bachelor of Business Administration, University of North Texas, 2009.
  • Master of Business Administration, University of North Texas, 2015.

Accreditations

  • Certified Financial Planner™ (CFP®)

Brief Employment History

TD Ameritrade/Schwab – Branch Manager 2006-2023