Kindel James is a highly experienced financial services advisor and the founder of Blue Grotto Investments LLC. He specializes in wealth management, retirement planning, education funding, risk management, and estate conservation, helping individuals, families, and business owners secure their financial futures. With a holistic approach, Kindel consolidates all aspects of financial planning to develop customized strategies that align with each client’s goals.

Kindel is licensed to provide life and health insurance in Maryland, New Jersey, and New York and holds FINRA Series 6 and 63 certifications. Dedicated to financial education, he ensures clients make informed decisions about their investments and protection strategies. Kindel works closely with tax and legal advisors to provide comprehensive solutions. Outside of work, he enjoys coaching, golf, community engagement, and traveling.