About Jim

Jim Agrawal is the Principal of J. Agrawal Financial Group, a firm based in Poughkeepsie, NY. Also known as The Hudson Valley, home to such places as the Culinary Institute of America, The Vanderbilt Mansion, The FDR home and library, and the famous Walkway Over The Hudson.

Jim  graduated from Marist College in 1983 with a BS in Business Administration and started his practice the same year. In 1990, he completed his MBA in Finance. His professional degrees include Certified Financial Planner (CFP) and Master of Science in Financial Services (MSFS). Jim is a registered representative with Osaic Wealth, Inc. member FINRA, SIPC.

In recognition for outstanding service to his clients, Jim has received the National Quality Award (NQA), The National Sales Achievement Award (NSAA), and was a Qualifying and Life Member of The Million Dollar Round Table (MDRT). He has been a member of The Alpha Chi National Honor Society since 1982.

Jim lives in Hyde Park, New York with his wife Debbie. They have two children, Ben and Christy. Ben and Christy graduated from Northeastern University and SUNY Geneseo, respectfully. Jim has served on the Board Of Directors of The Center for the Prevention of Child Abuse of Dutchess County, NY. Jim is also a member on the board of The Town of Hyde Park ZBA -(Zoning Board of Appeals) His interests include Corvettes, BMW sports cars and track events, NASCAR,  skiing,  playing tennis, and most importantly, spending time with his family. Life is short, so work hard, and play hard.

(photo taken at Summit of Whistler Blackcomb, Vancouver, BC.)