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Certified Financial Planners in Ann Arbor, MI

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15 results found

Elodie Rogers Ann Arbor, MI

Professions & Specialties

Financial PlannerCertified Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerClient ManagerSales PersonClient Service OfficerSales RepresentativeFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCustomer ServiceFinancial Manager

Experience & Education

Position:
Client Services Manager at Raymond James
Title:
Client Services Manager at Raymond James Financial Services
Location:
Ann Arbor, Michigan
Industry:
Financial Services
Work history:
Raymond James - Ann Arbor, MIClient Services Managersince Aug 2010First Investors Corporation - Livonia, MISales Assistant/ Senior Financial Services RepAug 2000 - Aug 2010
Languages:
French

Joe Henderson Ann Arbor, MI

Professions & Specialties

Financial PlannerCertified Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperUnderwriterFinancial Manager

Experience & Education

Position:
Senior Financial Planner at Vintage Financial Services, LLC
Location:
Ann Arbor, Michigan
Industry:
Financial Services
Work history:
Vintage Financial Services, LLC Senior Financial Plannersince Sep 2009Future Benefits CFP2008 - 2009
Certifications:
Certified Financial Planner, Certified Financial Planner Board of Standards, Inc.

Anne Mount Detroit, MI

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerTax ConsultantCertified Public AccountantTax AccountantAccounting BookkeeperBookkeeperIndependent Business OwnersCompliance AgentContractorCompliance OfficerFinancial Manager

Experience & Education

Position:
Tax Consultant at Anne H Mount CPA, CFP®
Title:
Tax Consultant and Compliance Specialist
Location:
Greater Detroit Area
Industry:
Accounting
Work history:
Anne H Mount CPA, CFP® - Greater Detroit AreaTax Consultantsince Apr 2006AJ McComas & Associates ContractorDec 2006 - Dec 2010
Skills:
Income Tax, Corporate Tax, Accounting, Tax, Tax Accounting, Retirement Planning, Retirement...

Kelly Ennis Ann Arbor, MI

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerEquipment Tools Purchasing AgentDepartment Store SalespersonRetail ProfessionalRetail SalespersonGovernment Administration ProfessionalContract RecruiterHuman Resources SpecialistRecruitmentSecurityCommunity Service ManagerFinancial ManagerLegislatorOffice ClerkClerical SpecialistWriting and Editing ProfessionalWriter and EditorStudent WorkerSports Trainers

Experience & Education

Position:
Contracting Officer at Department of Veterans Affairs
Location:
Ann Arbor, Michigan
Industry:
Government Administration
Work history:
Department of Veterans Affairs - Ann Arbor, MichiganContracting Officersince Jan 2013US Department of Homeland Security - Washington, DCContract SpecialistSep 2008 - Oct 2012
..Research & Development solicitations,CFP

Alan Jesiel Ann Arbor, MI

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentAdvisorOffice AssistantOffice ClerkClerical SpecialistFinancial ManagerLeaderManagersTeam LeaderChief Communications OfficerVice PresidentChief ExecutiveOperations ManagerLieutenantBachelor of ScienceMaster of Business Administration

Experience & Education

Work

Company:
Tiaa-creff
Wealth management advisor / cfp
Company:
Fidelity investments - Birmingham, MI
Assistant branch office manager / cfp

Christopher Juillet Ann Arbor, MI

Professions & Specialties

Estate PlannerCertified Financial PlannerPuchasing and Estimating ManagerSchool PrincipalInstructorPedagogueSchool AdministratorEducational ManagerCounselorAdvisorLaw SpecialistLawyersSupervisorTeam MemberAdministrative AssociateAdministrative ClerkClerical SpecialistManagersDefense AttorneyTechnical WriterOperations EngineerField EngineerChief ExecutiveManagement Team ExecutiveOperations ManagerFinancial ManagerTechnical CommunicatorAuthor

Experience & Education

Position:
Principal at Arbor Estate Planning, Law Office of Christopher Juillet, PLC, Instructor of Business...
Location:
Ann Arbor, Michigan
Industry:
Law Practice
Work history:
Arbor Estate Planning, Law Office of Christopher Juillet, PLC - Ann Arbor, MichiganPrincipalsince Sep 2011Washtenaw Community College Instructor of Business Lawsince Jan 2011
Skills:
Trusts, Powers of Attorney, Wills, Writing, Public Speaking, Business Formation, Documentation,...

Jack Mccloskey Ann Arbor, MI

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistFinancial AnalystAccounting BookkeeperBookkeeperAdvisorApprenticeStudent Worker

Experience & Education

Position:
Financial Planner at Vintage Financial Services LLC
Title:
Financial Planner
Location:
Ann Arbor, Michigan
Industry:
Financial Services
Work history:
Vintage Financial Services LLC - Ann Arbor, MIFinancial Plannersince Jul 2011LVM Capital Management - Portage, MIFinancial Analyst and Planning InternAug 2010 - Jul 2011
Certifications:
Registered Tax Return Preparer, Internal Revenue Service
CERTIFIED FINANCIAL PLANNER (TM) (CFP), CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC.

Christopher Sevick Ann Arbor, MI

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerLaw SpecialistLawyersLicensed Real Estate BrokerProperty ManagerReal Estate ManagerVolunteerConstructionNon-ProfitChairman of the BoardChairpersonChief ExecutiveBuyerBuyer and SellerSales RepresentativeReal Estate Sales AgentManagersFinancial ManagerCommunity Service Manager

Experience & Education

Position:
Attorney at Sevick Law PLLC
Title:
Sevick Law - Managing Attorney
Location:
Ann Arbor, Michigan
Industry:
Law Practice
Work history:
Sevick Law PLLC Attorneysince Jul 2006Community Alliance - Community Housing Alternatives - Washtenaw County, MichiganVolunteer - Board ChairmanDec 2010 - Sep 2012
Skills:
Real Estate, Foreclosures, Short Sales, Investment Properties, Residential Homes, Sellers, Property ...

Michael Rautiola Detroit, MI

Professions & Specialties

Loan OfficerPuchasing and Estimating ManagerLoan OfficersOwnerChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial ManagerCorporate ExecutiveSupporting MemberTeam Member

Experience & Education

Position:
Owner at RFC Financial Planners 529 S. Ashley St., Ann Arbor, MI 48103
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
RFC Financial Planners 529 S. Ashley St., Ann Arbor, MI 48103 - 529 S. Ashley St, Ann Arbor, MI 48103Ownersince May 2002Financial Planning Association of Michigan Committee member2004 - 2009
Skills:
CERTIFIED FINANCIAL PLANNER™, Financial Plan, Investment, Retirement Planning, Estate Planning,...

Jennifer Chuu Ann Arbor, MI

Professions & Specialties

Financial ConsultantCertified Financial PlannerFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerApprenticeStudent WorkerSpeakerSpokespersonRepresentativeFinance and Accounting SpecialistAccounting BookkeeperBookkeeperMarketing InternMarketing ProfessionalAdvertising Sales AgentDoctor of PhilosophyBachelor of ScienceData AnalystData Entry SpecialistData ScientistVice PresidentFinancial ManagerChief ExecutiveAutomotive SpecialistAutomotive Professional

Experience & Education

Position:
Workforce Planning & Analytics Intern at Ford Motor Company
Location:
Ann Arbor, Michigan
Industry:
Education Management
Work history:
Ford Motor Company Workforce Planning & Analytics Internsince Jun 2013Ford Motor Company Workforce Planning & Analytics Intern2013 - 2013
Languages:
Chinese
CFP

Craig Vrooman Detroit, MI

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBranch ManagerField Marketing SpecialistMarketing AdministratorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperRepresentativeOwnerMarketing ManagerChief Executive

Experience & Education

Position:
Registered Representative & Branch Manager at Raymond James Financial Services, Inc., Owner at...
Title:
Vrooman & Associates, Inc. - an independent firm
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Raymond James Financial Services, Inc. - 2360 E Stadium Blvd, #15, Ann Arbor, MI 48104Registered Representative & Branch Managersince Jul 1989Vrooman & Associates, Inc. - an independent firm Ownersince May 1985
Certified Financial Planner

John Schaefer Ann Arbor, MI

Professions & Specialties

Puchasing and Estimating ManagerCounselorAdvisorDirectorOperations ManagerAnalystAnalystsFinancial ManagerControllerMaster of Business AdministrationBachelor of Science

Experience & Education

Work

Company:
Experis financial
Consultant
Company:
R. l. polk & co - Southfield, MI
Director of internal audit

Amanda Sherlock Ann Arbor, MI

Professions & Specialties

Puchasing and Estimating ManagerAccount Service ManagerClient Service OfficerCustomer ServiceBachelor of ArtsFinancial Manager

Experience & Education

Work

Company:
Bank of america
Customer relationship manager / default servicing complaint resolution
Company:
Flagstar bank - Troy, MI
Loss mitigation specialist - mediation/priority team

Maggie Woodcox Denver, CO

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerCoordinatorBusiness AdministratorAnalystManagersAnalystsComputer Software ProfessionalComputer Network ProfessionalSoftware DevelopersNetwork AdministratorFinancial AnalystAccounts ReceivableAccounts PayableAccounts Payable SpecialistHuman Resources SpecialistRecruitmentOperations ManagerService Operations ExpertAdministrative ClerkClerical SpecialistInformation Technology SpecialistDatabase Administration ProfessionalDatabase AdministratorIT SpecialistFinance and Accounting SpecialistAccounting BookkeeperBookkeeperMarketing ManagerCorporate ExecutiveChief ExecutiveFinancial ManagerBachelor of ArtsMarketing ProfessionalAdvertising Sales Agent

Experience & Education

Position:
Release Coordinator at Serenic Software
Location:
Denver, Colorado
Industry:
Computer Software
Work history:
Serenic Software Release Coordinatorsince Jun 2013Touchbase - Greater Denver AreaBusiness Administrator/Financial AnalystJan 2013 - Jun 2013
Took courses leading to the CFP examination

Paul Odland Raleigh, NC

Professions & Specialties

Certified Financial PlannerFinancial ConsultantPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorFinancial ManagerSupporting MemberTeam MemberUnderwriterMaster of Business AdministrationBachelor of ScienceSales Representative

Experience & Education

Position:
Agency Field Executive at State Farm Insurance
Title:
Agency Field Executive at State Farm
Location:
Raleigh-Durham, North Carolina Area
Industry:
Insurance
Work history:
State Farm Insurance Agency Field Executivesince Feb 2006State Farm Insurance - Greater Detroit AreaAgency Field Consultant2004 - 2006
Certifications:
CERTIFIED FINANCIAL PLANNER (tm), Certified Financial Planner Board of Standards, Inc.
Chartereed Property Casualty Underwriter (CPCU), The American Institute for Chartered Property Casualty Underwriters


Certified Financial Planners near Ann Arbor, MI076152228304380DetroitSouthfieldLivoniaDearbornFarmingtonNoviNorthvilleMilfordYpsilantiWestland



Certified Financial Planners around Ann Arbor, MI

Dearborn  (5)
Detroit  (376)
Farmington  (4)
Howell  (1)
Livonia  (7)
Milford  (2)
Monroe  (1)
Northville  (3)
Novi  (3)
Plymouth  (1)
Saline  (1)
Southfield  (7)
Tecumseh  (1)
Westland  (1)
White Lake  (1)
Wixom  (1)
Ypsilanti  (2)

Certified Financial Planners in Michigan

Sub-specializations