Lorena Griffin, FPQPTM

Director of Client Planning
Lorena Griffin

Lorena joined CJM in February 2019. As the Director of Client Planning, she provides investment management by coordinating and overseeing our financial portfolios, along with spearheading the Retirement 401(k) business.


Q: Do you have any Awards, Honors or Credentials?
A: I have obtained the Financial Paraplanner Qualified Professional (FPQPTM) designation, a bachelor’s degree in Finance from New York Institute of Technology, and have completed 20 credits of graduate coursework.

Q: Have you always worked in the financial industry?
A: My career in the financial industry began nearly 20 years ago, where I held positions such as Senior Financial Analyst for firms like Deutsche Bank Securities and Marcum Financial Services.

Q: What about your role at CJM do you enjoy the most?
A: The building of relationships with plans sponsors, clients, and providers.

Q: What are some of your hobbies?
A: Golf, traveling, and spending quality time with my family.

Q: What would you do if you won the lottery?
A: I would take the time to smell the roses; take life down a notch or two.

Q: What’s your favorite book and why?
A: “Breakfast at Sally’s” by Richard LeMieux. It gave me such a great perspective and insight as to how one’s life can change so drastically, and how one human can endure so many misfortunes yet still overcome the obstacles.

Q: What’s your favorite quote?
A: “Don’t cry because it’s over, smile because it happened.” – Dr. Seuss