James Griffin, MBA, CFP®
Managing Principal
220 E Central Parkway, Suite 3045 Altamonte Springs, FL 32701
James Griffin, MBA, CFP®, is a Managing Partner at Occidental Asset Management, where his responsibilities include client introductions and business development. He sets investment policy, constructs and monitors portfolios, and leads comprehensive planning conversations across retirement, tax, estate, and cash flow needs. James also supervises an associate advisor and oversees the operations team while maintaining compliance standards and collaborating with outside CPAs, attorneys, and custodians to implement client strategies.
With nearly two decades of experience across client service, trading, high-net-worth support, and advisory leadership, James understands how fragmented the financial experience can feel. He believes the greatest impact happens when one fiduciary advisor brings together planning, portfolio design, and tax awareness and explains it to the client in plain English. He works with retirees, military officers, business owners, and multigenerational families to turn complexity into actionable decisions and craft strategies that fit each client’s life, not just a financial plan template.
James lives in Maitland, Florida, with his wife and two sons. A committed community member, he serves as President of the Dommerich Elementary Fund and coaches youth football and baseball in Winter Park. A passionate outdoorsman, James takes time each year to go completely off-grid, returning with a fresh perspective that shapes his thoughtful, long-term approach to financial planning. His favorite movie is The Shawshank Redemption, a fitting choice for someone who values patience, planning, and the long game.
Education and Designations
CERTIFIED FINANCIAL PLANNER®, CFP Board
MBA, Strategic Management (Minor in Real Estate), University of North Texas, 2015
BBA, Financial Services, University of North Texas, 2009
Memberships and Community Involvement
President, Dommerich Elementary Fund
Coach, Winter Park Flag Football and Babe Ruth Baseball
Partner, Summit Church