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Certified Financial Planners in Michigan

Certified Financial Planners in Bloomfield, MI

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9 results found

Joseph Hanish Detroit, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Golfer • Athletes • Vice President • Sales Manager • Sales Director • Financial Manager • Chief Executive • Psychology Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
--
Location:
Greater Detroit Area
Work history:
Currently Retired Golfer in training1999 - 2012Merrill Lynch - Bloomfield Hills, MiCFP, Vice President, Sales ManagerAug 1988 - Apr 2000
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Steven Zimberg Southfield, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Vice President • Chief Executive • Financial Manager • Litigation Support Specialist • Paralegal • Electrician • Counselor • Advisor

Experience & Education

Work

Company:
Life's great, llc - Southfield, MI
Vice president
Company:
Flexible plan investments, ltd. - Bloomfield Hills, MI
Vice president

Skills

Unique ability to logically evaluate and promote new concepts.
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Lisa Ksoll Detroit, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Area Manager • Managers • Pharmaceutical Sales Representative • Sales Representative • Clinical Nursing Specialist • Registered Nurse • Office Assistant • Administrative Associate • Office Clerk • Clerical Specialist • Administrative Clerk • Sales Agent • Chief Administrative Officer • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Human Resources Specialist • Recruitment • Medical Practice Professional • Medical Practitioner

Experience & Education

Position:
Neuroscience Area Manager at Avanir Pharmaceuticals
Location:
Greater Detroit Area
Industry:
Pharmaceuticals
Work history:
Avanir Pharmaceuticals - Greater Detroit AreaNeuroscience Area Managersince Feb 2013AstraZeneca - Southfield/Bloomfield/Warren, MI TerritorySpecialty Care Pharmaceutical Sales - CNS DivisionMar 2001 - Feb 2013
CFP,Affiliated with The Equitable Financial Servic..
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Dave Cooke Detroit, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Vice President • Produce Manager • Chief Executive • Production Manager • Financial Manager • Bachelor of Science

Experience & Education

Position:
Vice President at Loomis, Sayles & Co., Vice President at Loomis Sayles & Co.
Title:
Vice President at Loomis Sayles & Co.
Location:
Greater Detroit Area
Industry:
Investment Management
Work history:
Loomis, Sayles & Co. - Bloomfield Hills, MIVice Presidentsince Jun 1992Loomis Sayles & Co. Vice Presidentsince Jun 1992
Skills:
Asset Allocation, Asset Managment, Equities, Portfolio Management, Investment Strategies, Series 7, ...
Certifications:
CFA, CFP, CIC, CEBS
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Cynthia Bardel-switlik Detroit, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Psychologist • Business Administrator • Advisor • Financial Manager • Operations Manager • Psychology Specialist

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Title:
Financial Advisor Merrill Lynch
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Merrill Lynch - Bloomfield Hills, MIFinancial Advisorsince Oct 2011MCM Management Corp. AccountantMar 2007 - Oct 2011
Skills:
Finance, Retirement Planning, Investments, Insurance, Series 7, Variable Annuities, Strategic...
Certified Financial Planner
Full Profile

Ronald Iacobelli Bloomfield, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Certified Financial Planner • Capital Markets Professional • Puchasing and Estimating Manager • Bachelor of Business Administration • Chief Executive • Financial Manager

Experience & Education

Work

Company:
Wells fargo advisors, llc
Financial consultant
Company:
Ubs financial services, inc - Birmingham, MI
Financial advisor
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Ann Mcgovern Bloomfield, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Accounting Clerk • Accounting Bookkeeper • Bookkeeper • Chairperson • Sales Manager • Chief Executive • Financial Manager • Bachelor of Business Administration • Sales Executive

Experience & Education

Work

Company:
Najor companies - Birmingham, MI
Staff accountant
Company:
Things remembered - Troy, MI
Full Profile

Benson Barr Bloomfield, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Arbitrator • Law Specialist • Referee • Judge • Lawyers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Counselor • Guide • Advisor • Tour Guide • Lecturer • Postsecondary Teacher • Board Member • Chairperson • Financial Manager • Management Team Executive • Operations Manager • Chief Executive

Experience & Education

Office:
Gourwitz and Barr, PLLC
40950 Woodward Avenue, Suite 303, Bloomfield Hills, MI 48304
Phone:
(248) 353-8100 (Phone), (248) 353-3981 (Fax)
ISLN:
909235671
Admitted:
1972, Michigan, U.S. District Court, Eastern District of Michigan
Biography:
BENSON J. BARR received his Juris Doctor from Wayne State University in 1972. He has also received...
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Shaheen Imami Bloomfield, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Conservator • Lawyers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Mediator • Probate Lawyer • Trust Law Attorney • Speaker • Tour Guide • Spokesperson • Representative • Financial Manager

Experience & Education

Office:
Prince Law Firm
800 West Long Lake Road, Suite 200, Bloomfield Hills, MI 48302
Phone:
(248) 419-1968 (Phone), (248) 865-0640 (Fax)
Specialties:
Contested Wills, Trusts and Estates
ISLN:
910106496
Admitted:
1995, Michigan and U.S. District Court, Eastern District of Michigan
Biography:
Co-author: "The Probate Judge Ordered Mediation - Now What?" Michigan Probate and Estate Planning...
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Certified Financial Planners near Bloomfield, MI076152228304380DetroitTroyLivoniaSouthfieldRochesterDearbornFarmingtonNoviClarkstonRoyal Oak


Certified Financial Planners around Bloomfield, MI

Auburn Hills  (1)
Clarkston  (3)
Dearborn  (5)
Detroit  (376)
Farmington  (4)
Livonia  (7)
Northville  (3)
Novi  (3)
Rochester  (6)
Royal Oak  (3)
Southfield  (7)
Troy  (18)
Warren  (2)
Westland  (1)
White Lake  (1)
Wixom  (1)

Certified Financial Planners in Michigan

Sub-specializations