03 | 17 | 09 -- Triad Businessman Chosen Again as One of America's Top Financial Planners
James Seramba, managing partner of Grey Oak Wealth Management, has been selected for the second year in a row as one of America’s Top Financial Planners by the Consumers’ Research Council of America. The award recognizes individuals who set the standard for the finest professional service in their industry.
As both a Certified Investment Management Analyst (CIMA) and a Certified Financial Planner (CFP), Seramba’s credentials are impressive, contributing to his position as a repeat award recipient. The Consumers’ Research Council of America is a Washington, DC-based research organization whose purpose is to help educate and assist consumers in obtaining the finest professional services. Award recipients undergo rigorous review of their proficiency, being chosen based on the quality and depth of their experience, training, professional associations and financial certifications.
Seramba brings a unique combination of skill and compassion to his clients, an approach especially effective during these turbulent financial times. “Now, more than ever, people need a qualified financial planner, someone with real experience , the proper training and education,” Seramba says. “Many firms provide a one-size-fits-all approach, but at Grey Oak, we approach every client’s financial situation as unique and constantly evolving.”
Seramba explains that understanding his clients’ goals, needs and even their personalities is key to providing the best service possible. “This award doesn’t recognize just my work,” he says. “It confirms the relevance of our entire approach to our clients.”
Grey Oak Wealth Management was founded in 2006 by Jim Seramba to provide customized, innovative wealth management solutions to individuals, executives and business owners in the Triad and beyond.
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