James C. Kaiser

Jim began his successful career at Prudential Securities in 1995. He joined Grandview Wealth Management in December 2017 as a Vice President and Financial Advisor.

Jim is a critical thinker who educates his clients, while creating specific and unique portfolios based on their financial needs and goals. His areas of expertise include Retirement Planning, Retirement Income Planning, and Multi-Generational Investment Planning.

Jim holds his Series 7 and 63 registrations with LPL and his Series 65 registration with Good Life Advisors, LLC. He is insurance licensed in PA and conducts business in PA, CA, and FL.

Jim and his wife Olga reside in South Park Twp, where they have lived for over 30 years. His interests include music, golf, cars, and volunteering.