James Grefenstette

Senior Portfolio Manager at DJM Financial | Northwestern Mutual Private Client Group - , Alberta, Canada

James Grefenstette's Colleagues at DJM Financial | Northwestern Mutual Private Client Group

Thomas Cary

Director Of Operations

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Christa Jacob

Management and Operations

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Macallan Dalphy

Financial Representative Intern

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Nicolas Mattingly

Private Wealth Advisor

Contact Nicolas Mattingly

Sarah Engelke

Associate Wealth Management Advisor

Contact Sarah Engelke

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James Grefenstette's Contact Details

Email (Verified)
***@nm.com

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Mobile Number
(XXX) XXX-XXXX

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Location
Irvine,California,United States

Company
DJM Financial | Northwestern Mutual Private Client Group

James Grefenstette's Company Details

DJM Financial | Northwestern Mutual Private Client Group

, Alberta, Canada • 11 - 50 Employees
Financial Services

Financial independence doesn't happen by chance, it results from expert strategic planning. That's why our firm includes professionals whose talents, skills and expertise help ensure that you get the best possible guidance every time. Areas of focus include retirement planning, insurance and investment strategies, estate planning, and executive/employee benefits.While there are various layers of complexity in the work that we do, we are fundamentally guided by our pledge to always do what is in the client's best interest. As a result, we have built a firm with the intention of supporting families and businesses for generations to come.

Details about DJM Financial | Northwestern Mutual Private Client Group

Frequently Asked Questions about James Grefenstette

James Grefenstette currently works for DJM Financial | Northwestern Mutual Private Client Group.

James Grefenstette's role at DJM Financial | Northwestern Mutual Private Client Group is Senior Portfolio Manager.

James Grefenstette's email address is ***@nm.com. To view James Grefenstette's full email address, please signup to ConnectPlex.

James Grefenstette works in the Financial Services industry.

James Grefenstette's colleagues at DJM Financial | Northwestern Mutual Private Client Group are Sandra Gee, Thomas Cary, Christa Jacob, Macallan Dalphy, Kevin Clu, Nicolas Mattingly, Sarah Engelke and others.

James Grefenstette's phone number is