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Roric G
Series 63, Series 65
Wauwatosa, WI
Integrated Financial Solutions, PLLC
Roric Griffith is a financial advisor with Integrated Financial Solutions, PLLC, holding Series 63 and Series 65 credentials and 29 years of industry experience. His prior roles include positions at Principal Securities Inc., RG Investment Strategies, Principal Life Insurance, and ON Investment Management Co. Outside of finance, he serves as co-president of the Cashel Academy of Irish Dance, assisting with event organization. Integrated Financial Solutions, PLLC provides fee-only financial planning and portfolio management services to individuals, trusts, estates, charitable organizations, and business entities. The firm offers retirement-plan advisory and management services, tailoring investment decisions to clients’ goals, time horizons, and risk tolerance.
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