Jim Eiseman, CFP^®, MBA, RICP^®, CLU^®

Jim is a dedicated financial advisor at ROI Financial Group, bringing over a decade of experience in helping clients achieve their financial goals. Before joining ROI Financial Group in 2021, Jim successfully operated his own New York Life office starting in 2012. A lifelong learner, Jim holds the prestigious CFP® designation, along with CLU® and RICP® credentials, demonstrating a commitment to providing comprehensive financial planning expertise.

With a strong academic foundation, Jim earned a degree in Economics from Canisius University and an MBA from St. Bonaventure University. Beyond his professional accomplishments, Jim enjoys outdoor adventures, particularly camping in the Adirondack Mountains and exploring U.S. National Parks. A proud spouse and parent,  Jim also loves cheering for Buffalo sports teams and creating lasting memories with family.