Jim Eiseman, MBA, RICP®, CLU®
Financial Advisor
Jim started his career in financial services, as an agent, with New York Life in 2012, merging his practice into the ROI Financial Group team in 2022. Jim focuses on learning about his client's financial situation and goals, and builds a comprehensive plan that include managed account strategies, mutual funds, insurance, and annuity solutions. Jim and his wife Andrea live in Hamburg, NY and enjoy traveling, often visiting the Adirondack region, and striving to visit all the National Parks in the United States.
Education
Master of Business Administration (MBA) - St. Bonaventure University (2010)
Bachelor of Arts (BA) majoring in Economics and Political Science - Canisius College (2007)
Certifications / Designations
Series 6,7,63,66
Life, Accident, and Health Insurance License
Retirement Income Certified Professional (RICP®) from The American College of Financial Services
Chartered Life Underwriter (CLU®) from the American College of Financial Services
Recognitions/Affiliations
New York Life Executive Council - 2015-2022; New York Life President's Council: 2022-Present
New York Life Buffalo Office Political Involvement Leader - 2015-Present
NAIFA Member
Court of the Table at Million Dollar Round Table2
Community Involvement
Dixie Fossil Park - Former Board Chair (2017, 2018), Board Member (2014-2019)
Southtowns Regional Chamber of Commerce - Board Member (2015-2020) and current business member
Hamburg Sunrise Rotary Club - Former Club President (2023-2024), and current Club Member
Personal Life
Born and Raised in WNY
Loves camping and outdoor adventures
Bills and Sabres fan and season ticket holder
The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.
ROI FINANCIAL GROUP
Contact Jim
Financial Advisor
Eagle Strategies LLC
