James McGrath Email & Phone Number
President @ Financial Strategies
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James McGrath Location
- Dripping Springs, TX, US
James McGrath Work
- 1984 -now President @
- 1982 -now Owner @
James McGrath Education
- The American College
CLU Certificate (Insurance & Estate Planning)
1998-2000 - College for Financial Planning
CFP(R) (Financial Planning Certificate)
1980-1983 - American University
Post Graduate Studies (Taxation)
1982 - Rochester Institute of Technology
B.S. (Business Administration, Accounting)
- Rochester Institute of Technology
Bachelor's degree (Accounting)
James McGrath Skills
- Tax
- Retirement
- Income Tax
- Retirement Income Strategies
- Wealth
- Financial Planning
- Retirement Planning
- Asset Management
- Investments
- Investment Advisory
- Portfolio Management
- Wealth Management
- Financial Analysis
- Mutual Funds
- ETF
- Exchange Traded Funds
- Estate Planning
- Asset Allocation
- Personal Finance
- Financial Advisory
- Investment Strategies
- Strategic Financial Planning
- Team Building
- Retirement Income
- Negotiation
- Training
- Customer Service
- Strategic Financial
James McGrath Summary
- James McGrath, based in Dripping Springs, TX, US, is currently a President at Financial Strategies, Inc.. James McGrath brings experience from previous roles at Financial Management Group, LLC. James McGrath holds a 1998 - 2000 CLU Certificate in Insurance & Estate Planning @ The American College. With a robust skill set that includes Tax, Retirement, Income Tax, Retirement Income Strategies, Wealth and more. James McGrath has 1 emails on RocketReach.
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