The StratWealth Team
James M. Griesser CFP®, AIF®
Partner/Chief Compliance Officer
Jim has been active in the financial planning industry since 1987, with well over 30 years of experience, and has been a Partner in StratWealth since it’s inception in 1991. Jim enjoys the relationship he has with his clientele, as he helps to manage and monitor their personal and financial goals.
Jim graduated from the University of Maryland with a Bachelor of Science degree in Business Management. He graduated from the College for Financial Planning and earned the CFP designation by the Certified Financial Planner Board of Standards in 1992. In addition, Jim maintains the Accredited Investment Fiduciary designation (AIF®), which further acknowledges his desire to consistently recommend what is absolutely in the best interest of the client. Jim attends educational events regularly, in an effort to stay abreast and to improve his skills.
Jim is an active Board Member for Friends of the Light House, an Annapolis based non-profit organization that hosts events in support of The Light House Homeless Prevention Support Center. Jim has a passion for spending time with his family, his wife Eileen and their three children, residing in Arnold, Maryland. He enjoys a variety of activities that include running, hiking and biking. In addition, Jim has a huge interest in travel and visiting new parts of the world.