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Certified Financial Planners in Michigan

Certified Financial Planners in Detroit, MI

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250 results found

Doug Gross Detroit, MI

Professions & Specialties

Financial Consultant • Certified Financial Planner • Stock Broker • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Capital Markets Professional • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Owner • Financial Manager • Chief Executive • Operations Manager • Services Professional • Sales and Service Specialist

Experience & Education

Position:
Financial Advisor, Owner of Local Branch Office at Raymond James Financial Services, Inc. Member...
Title:
Financial Advisor, CFP
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Raymond James Financial Services, Inc. Member FINRA/SIPC - 136 S Industrial Dr. Saline, Michigan 48176 Phone: 734.944.7556Financial Advisor, Owner of Local Branch Officesince Mar 1996Wachovia, A Wells Fargo Company StockbrokerOct 1993 - Mar 1996
Skills:
Estate Planning, Asset Management, Financial Analysis, Retirement, Investment Management, Financial ...
Full Profile

Lori Crose Detroit, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Director of Operations • Program Director • Chief Administrative Officer • Operations Manager • Chief Executive • Project Managers • Financial Manager • Project Manager • Security • Market Analyst • Market Research Analyst • Data Analyst • Data Entry Specialist • Data Scientist • Psychologist • Paralegal • Litigation Support Specialist • Accounts Payable • Accounts Payable Specialist • Psychology Specialist

Experience & Education

Position:
Director of Operations and Development Strategic Programs at Oakland University
Title:
Director of Operations and Development Strategic Programs
Location:
Greater Detroit Area
Industry:
Higher Education
Work history:
Oakland University - Rochester Michigan AreaDirector of Operations and Development Strategic Programssince Mar 2001Oakland University - Oakland UniversityDirector of Operations and Development School of BusinessMar 2001 - Oct 2010
Directing all aspects of CFP and other certification programs
Full Profile

Kyle Heppner Detroit, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Advisor • Supporting Member • Coordinator • Speaker • Team Member • Managers • Spokesperson • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Chief Executive • Community Service Manager • Client Service Officer • Customer Service

Experience & Education

Position:
Associate, Participant Advisory Services at CAPTRUST
Title:
Registered Investment Advisor Rep at CAPTRUST
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
CAPTRUST - Clarkston, MIAssociate, Participant Advisory Servicessince Apr 2012Northwestern Mutual - Northwestern MutualInvestment Coordinator for Gary Holvick Jr. CFP, CLU, ChFCAug 2010 - Apr 2012
Full Profile

Katana Abbott Detroit, MI

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Sports Trainer • Sports Trainers • Certified Nurse Aide • Nurse • Nurse Practitioner • Training and Coaching Professional • Professional Development Teacher • Senior Advisor • Advisor • Partner • Financial Manager • Chief Executive

Experience & Education

Position:
Awakened Midlife Millionaire Coach and Certified Financial Planner at Awakened Midlife Millionaire
Location:
Greater Detroit Area
Industry:
Professional Training & Coaching
Work history:
Awakened Midlife Millionaire Awakened Midlife Millionaire Coach and Certified Financial Plannersince Jun 2004Ameriprise Financial Senior Financial AdvisorApr 1987 - Feb 2007
Skills:
Life coaching, financial planning, estate planning, business planning and consulting, internet...
Full Profile

Dennis Prost Detroit, MI

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Advisor • Representative • Agent • Sales Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • General and Operations Manager • Director of Operations • Operations Manager • Recruitment • Trust Law Attorney • Lawyers

Experience & Education

Position:
Dennis M. Prost CFP at Strategic Funding Inc.
Title:
CFP
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Strategic Funding Inc. - Troy, MichiganDennis M. Prost CFPsince May 1997Mariner Financial Services Inc. - Livonia MichiganRegistered Representative, CFPDec 1993 - May 1997
Skills:
Retirement Planning, Mutual Funds, Strategic Financial Planning, Investments, Fixed Annuities,...
Full Profile

Deanna Olsen Detroit, MI

Professions & Specialties

Certified Financial Planner • Financial Planner • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Board Member • Director • Treasurer • Owner • Chairperson • Financial Manager • Management Team Executive • Operations Manager • Financial Officer • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Representative

Experience & Education

Position:
Board Member at Oakland University - Financial Planning Advisory Board, Director at Clarkston State ...
Title:
CFP, CLU, ChFC, ChSNC, CLTC
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Oakland University - Financial Planning Advisory Board - Oakland University - School of Business AdministrationBoard Membersince Aug 2007Clarkston State Bank - Clarkston State BankDirectorsince 2005
Skills:
Retirement Planning, Strategic Financial Planning, Retirement, Insurance, Securities
Full Profile

James Knaus Detroit, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Financial Manager • Counselor • Advisor • Operations Manager • Organization Management • Non-Profit • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Medical Assistant • Medical Assistant • Healthcare Support

Experience & Education

Position:
Owner at Global Wealth Advisors LLC, Consultant at Keir Educational Resources
Title:
Owner, Global Wealth Advisors LLC
Location:
Greater Detroit Area
Industry:
Investment Management
Work history:
Global Wealth Advisors LLC Ownersince Feb 2006Keir Educational Resources Consultantsince 1999
Skills:
Investment Advisory, Financial Planning, Retirement Planning, Estate Planning, Insurance, Teaching...
Full Profile

Paul Housey Detroit, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Partner • Manager • Chief Executive • Financial Manager • Operations Manager • Adjunct Instructor • Lecturer • Postsecondary Teacher • Representative • Master of Business Administration • Certified Public Accountant • Tax Preparer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Tax Accountant

Experience & Education

Position:
President - Financial Planning Group at Snook Housey Advisors, Professor (Adjunct) at Walsh...
Title:
President, Financial Planning Group at Snook Housey Advisors
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Snook Housey Advisors President - Financial Planning Groupsince Feb 2003Walsh College Professor (Adjunct)since Jun 2002
Full Profile

Dan Boyce Detroit, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Partner • Chief Executive • Financial Manager • Coordinator • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Coordinator/Fellow at Institute for Sustainable Social Change, Member Board of Trustees at Prescott ...
Title:
Partner, Center for Financial Planning
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Institute for Sustainable Social Change - Prescott, AZCoordinator/Fellowsince 2011Prescott College Member Board of Trusteessince 2005
Certifications:
Certified Financial Planner, Certified Financial Planner Board of Standards
Registered Life Planner, Kinder Institute of Life Planning
Full Profile

George Papadopoulos Detroit, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Sales Agent • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chairperson • Founder • Financial Manager • Chief Executive • Founding Member • Counselor • Advisor • Health Support Worker • Healthcare Support

Experience & Education

Position:
President at George Papadopoulos, CPA/PFS, CFP
Title:
Independent Fee Only Certified Financial Planner CFP & CPA. Wall Street Journal Expert Panelist
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
George Papadopoulos, CPA/PFS, CFP Presidentsince Dec 1998Ernst & Young LLP Senior Financial Planning CounselorMar 2002 - Oct 2004
Skills:
Financial Planning, Investment Management, Wealth Management, Retirement Planning, Income Tax...
Languages:
English, Greek
Certifications:
Certified Financial Planner CFP, CFP Board of Standards
Certified Public Accountant CPA, State of Michigan Board of Accountancy
Full Profile

Troy Wyman Detroit, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Director • Financial Manager • Operations Manager • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Certified Financial Planner™ at Center For Financial Planning, Inc, Member - Board of Director...
Location:
Greater Detroit Area
Industry:
Investment Management
Work history:
Center For Financial Planning, Inc Certified Financial Planner™since Jan 2010Birmingham Bloomfield Chamber of Commerce Member - Board of Directorsince Jan 2008
Skills:
Wealth Management, Goals Based Financial Planning, Portfolio Management, Insurance Solutions
Full Profile

Dan Gardner Detroit, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Advisor • Financial Manager

Experience & Education

Position:
Investment Advisor/Certified Financial Planner at Michigan Financial Companies
Title:
Michigan Financial Companies
Location:
Greater Detroit Area
Industry:
Investment Management
Work history:
Michigan Financial Companies Investment Advisor/Certified Financial Plannersince Nov 1995
Skills:
Strategic Financial Planning, Estate Planning, Retirement Planning, Wealth Management, Investments
Full Profile

Troy Yaldoo Detroit, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Operations Manager • Dean • Higher Education Professional • School Administrator • Educational Manager • Business Administrator • Bachelor of Science • Nurse • Nurse Practitioner

Experience & Education

Position:
Senior Vice President-Investments at Wells Fargo Advisors, LLC
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC Senior Vice President-Investmentssince Aug 1995A.G. Edwards Senior Vice President-InvestmentsAug 1995 - Oct 2007
Skills:
CERTIFIED FINANCIAL PLANNER
Full Profile

Herbie Glass Detroit, MI

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Counselor • Certified Professional Coder • Advisor • Master of Business Administration • Underwriter • Insurance Benefit Counselor • Workers Compensation Claims Examiner • Casualty Insurance Claims Examiner • Liability Specialist • Insurance Professional • Gerontologist • Medical Scientist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chairperson • Financial Manager • Chief Executive • Secretary

Experience & Education

Position:
Certified Pension Consultant (CPC) at GLASS RETIREMENT SERVICES, INC.
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
GLASS RETIREMENT SERVICES, INC. Certified Pension Consultant (CPC)since Jul 2009THE GLASS FREEDMAN COMPANY Chairman and PresidentMay 1974 - Jul 2009
Skills:
Qualifies Plans (Defined Benefit Pension, 401(k), etc, ) Consulting, Design, Installation,...
Full Profile

John Lambert Detroit, MI

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Advisor • Agent • Sales Agent • Sales Representative • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Sr. Financial Consultant/Certified Financial Planner® at Investment Center at Citizens Bank at LPL F...
Title:
Sr. Financial Consultant/Certified Financial Planner® at LPL Financial
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
LPL Financial - 328 S. Saginaw, Flint MI 48502, 810-766-7856Sr. Financial Consultant/Certified Financial Planner® at Investment Center at Citizens Banksince 2008Citizens Bank, now part of FirstMerit Bank, N.A. - Flint, MichiganFinancial ConsultantFeb 2004 - Mar 2008
Full Profile

Kurt Schuster Detroit, MI

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Financial Consultant at QOLity Financial (Sole Proprietorship)
Title:
Financial Consultant at QOLity Financial
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
QOLity Financial Financial Consultantsince Jun 2010Hantz Group Financial ConsultantJun 2001 - May 2010
Skills:
Retirement Planning, Estate Planning, Retirement, Securities, Portfolio Management, Insurance,...
As a CFP and an Enrolled Agent with the IRS
Full Profile

Jennifer Griffin Detroit, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Owner • Financial Manager • Chief Executive • Representative • Counselor • Advisor

Experience & Education

Position:
Owner at Griffin Wealth Management & Tax, LLC, Registered Representative at Cetera Financial...
Title:
CPA, CLU, CFP®
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Griffin Wealth Management & Tax, LLC - 100 West Big Beaver Road, Suite 200, Troy, MI 48084Ownersince Jul 2012Cetera Financial Specialists LLC - 100 West Big Beaver Road, Suite 200, Troy, MI 48084Registered Representativesince Dec 2006
Full Profile

Jason Duyn Detroit, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Sales Agent • Financial Management Analyst • Chairperson • Chief Executive • Financial Manager • Agent • Sales Agent • Sales Representative • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager

Experience & Education

Position:
President at AQuest Wealth Strategies
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
AQuest Wealth Strategies Presidentsince May 2009Hantz Financial Services Certified Financial PlannerSep 1999 - Apr 2009
Skills:
We specialize in inter-generational wealth planning, We do this by bringing the three most...
Full Profile

Glen Milligan Detroit, MI

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Assistant Vice President • Financial Manager • Vice President • Chief Executive • Certified Nurse Aide • Nurse • Nurse Practitioner • Counselor • Advisor

Experience & Education

Position:
Financial Advisor, Associate Vice President,CERTIFIED FINANCIAL PLANNER™ at Ameriprise Financial...
Title:
CFP®, Financial Advisor at Ameriprise Financial Services Inc
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc Financial Advisor, Associate Vice President,CERTIFIED FINANCIAL PLANNER™since Mar 2009Raymond James and Associates, Inc. Retirement Plan Consultant, Financial AdvisorJul 1987 - Mar 2009
Full Profile

Margie Shard Detroit, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chairperson • Financial Manager • Chief Executive • Customer Service • Client Service Officer • Advisor • Representative

Experience & Education

Position:
President and Certified Financial Planner at Shard Financial Services, Inc.
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Shard Financial Services, Inc. President and Certified Financial Plannersince Mar 2006Edward Jones Investment RepresentativeJan 2001 - Mar 2006
Skills:
Provider of retirement plan benefits for companies, Able to cut unnecessary costs for employers on...
Full Profile

Dennis Prost Detroit, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • General and Operations Manager • Director of Operations • Operations Manager • Business Administrator • Recruitment

Experience & Education

Position:
Dennis Prost at CFP, Dennis Prost at CFP
Title:
CFP
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
CFP Dennis Prostsince Sep 1989Medilodge of Romeo Nursing Home AdministratorJan 1987 - Apr 1989
Skills:
Retirement Planning, Mutual Funds, Strategic Financial Planning, Investments, Fixed Annuities,...
Full Profile

George Gilligan Detroit, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Position:
V/Pres.-Certified Financial Planner at Raymond James & Associates
Location:
Greater Detroit Area
Industry:
Investment Management
Work history:
Raymond James & Associates V/Pres.-Certified Financial Planner
Full Profile

Thomas Matthews Detroit, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Position:
Fsa at CFP Board
Location:
Greater Detroit Area
Industry:
Mental Health Care
Work history:
CFP Board Fsa
Full Profile

Matthew Chope Detroit, MI

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Partner • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Representative • Advisor

Experience & Education

Position:
Partner and Certified Financial Planner at Center for Financial Planning, Inc., Registered...
Title:
Partner, CFP, Center for Financial Planning, Inc. and Financial Services Consultant
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Center for Financial Planning, Inc. - 40 Oak Hollow Ste 125 Southfield MI 48033 (248) 948-7900Partner and Certified Financial Plannersince Dec 1996Raymond James Financial services Registered Representativesince Nov 1993
Full Profile

Garold Treadwell Detroit, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Advisor • Financial Manager

Experience & Education

Position:
Investment Advisor Rep. CFP at Michigan Financial Companies
Location:
Greater Detroit Area
Industry:
Insurance
Work history:
Michigan Financial Companies Investment Advisor Rep. CFP
Full Profile

Judi Hernandez Detroit, MI

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Partner • Vice President • Financial Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative

Experience & Education

Position:
Financial Advisor, Partner at Cedar Brook Financial Partners
Title:
CERTIFIED FINANCIAL PLANNER™
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Cedar Brook Financial Partners - in the offices of The Professional Advisor Group, West Bloomfield, MichiganFinancial Advisor, Partnersince May 2007Thomas Financial Group, LLC - Troy, MichiganFinancial Advisor, Vice PresidentJan 2003 - May 2007
Certifications:
Certified Financial Planner™, Certified Financial Planner Board of Standards, Inc.
Full Profile

Ginny Sherrow Detroit, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Board Member • Management Team Executive • Operations Manager • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Team Member • Psychology Specialist

Experience & Education

Position:
Board Member at Financial Planning Association of Michigan, Certified Financial Planner at Meridian ...
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Financial Planning Association of Michigan Board Membersince Dec 2009Meridian Advisory Services, LLC Certified Financial Plannersince Jan 2007
Skills:
Comprehensive financial plan development and execution
Full Profile

Betty Meredith Detroit, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • School Principal • School Administrator • Educational Manager • Director • Information Technology Systems Director • Operations Manager • Financial Manager • Information Technology Coordinator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor • IT Manager

Experience & Education

Position:
Principal at InFRE Retirement Resource Center, Director, Education and Research at International...
Title:
Principal at InFRE Retirement Resource Center
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
InFRE Retirement Resource Center Principalsince Sep 2004International Foundation for Retirement Education (InFRE) Director, Education and Researchsince Jan 2004
CFP
Full Profile

Jason Van Duyn Detroit, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Chief Executive • Financial Manager • Agent • Sales Agent • Sales Representative • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President at AQuest Wealth Strategies
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
AQuest Wealth Strategies Presidentsince May 2009Hantz Financial Services Certified Financial PlannerSep 1999 - Apr 2009
Full Profile

Michael Collins Detroit, MI

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Automotive Professional

Experience & Education

Position:
Financial Advisor, CRPC at Merrill Lynch
Title:
Senior Financial Advisor, CFP, CRPC at Merrill Lynch
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Merrill Lynch Financial Advisor, CRPCsince 2006Lear Corporation Sales - Cost Savings2000 - 2006
Full Profile

Georgine Gilligan Detroit, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Title:
V/Pres.-Certified Financial Planner at Raymond James & Associates
Location:
Greater Detroit Area
Industry:
Investment Management
Full Profile

Anne Mount Detroit, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Tax Consultant • Certified Public Accountant • Tax Accountant • Accounting Bookkeeper • Bookkeeper • Independent Business Owners • Compliance Agent • Contractor • Compliance Officer • Financial 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...
Full Profile

Galen Garst Detroit, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Financial Manager • Food service • Supervisor • Managers • Community Service Manager

Experience & Education

Position:
OWNER at Food Systems
Location:
Greater Detroit Area
Industry:
Education Management
Work history:
Food Systems OWNERsince Jan 2000Oakland County, Michigan Government SupervisorSep 1985 - Jan 1999
..Conference for Food Protection,ANSI/CFP, and Internationally accredited by the ISO/IEC..
Full Profile

Mike Rautiola Detroit, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Financial Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Corporate Executive • Management Team Executive • Operations Manager

Experience & Education

Position:
CERTIFIED FINANCIAL PLANNER™ at RFC FINANCIAL PLANNERS, Member FINRA/SIPC, Owner at...
Location:
Greater Detroit Area
Industry:
Financial Services
Skills:
Comprehensive Financial Planning: Personal Financial Management, Retirement Planning, Estate...
Full Profile

Len Nowak Detroit, MI

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Position:
Financial Advisor at LJPR
Location:
Greater Detroit Area
Industry:
Investment Management
Work history:
LJPR Financial Advisorsince Feb 2005Charles Schwab Investment SpecialistAug 1999 - Feb 2005
Full Profile

Joseph Walters Detroit, MI

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • History Scientist • Historian • Financial Manager • Team Member • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor,CFP® at Morgan Stanley Smith Barney | Global Wealth Management Group
Title:
Financial Advisor/CFP® with Morgan Stanley Smith Barney LLC
Location:
Greater Detroit Area
Industry:
Investment Management
Work history:
Morgan Stanley Smith Barney | Global Wealth Management Group Financial Advisor,CFP®since Apr 2004JPMorgan Chase Investments Financial AdvisorApr 1998 - Apr 2004
Certifications:
Certified Financial Planner, Certified Financial Planner Board of Standards, Inc.
Full Profile

Robert Vermillion Detroit, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Security • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
CERTIFIED FINANCIAL PLANNER™ at Vermillion Wealth Management LLC
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Vermillion Wealth Management LLC - Birmingham, MichiganCERTIFIED FINANCIAL PLANNER™since Mar 2006
Full Profile

Chuck Smith Detroit, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Title:
CFP,CLU,EA
Location:
Greater Detroit Area
Industry:
Insurance
Full Profile

Laurie Stegenga Detroit, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Chairperson • Financial Manager • Chief Executive

Experience & Education

Position:
President at Foresight Capital Management Advisors
Title:
CPA, PFS, CFP, AIF, President at Foresight Capital Management Advisors
Location:
Greater Detroit Area
Industry:
Investment Management
Work history:
Foresight Capital Management Advisors President
Full Profile

Elizabeth Foley Detroit, MI

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Financial Advisor/Certified Financial Planner and Chartered Retirement Planning Counselor at...
Title:
Financial Advisor/Certified Financial Planner at Ameriprise Financial
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Ameriprise Financial Financial Advisor/Certified Financial Planner and Chartered Retirement Planning Counselorsince Dec 1989Ameriprise Financial Sr. Financial Adv1989 - 2010
Full Profile

Russell Jalbert Detroit, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Founder • Chief Executive • Financial Manager • Founding Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President at Jalbert Financial Group
Title:
Jalbert Financial Group
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Jalbert Financial Group Presidentsince Jan 1987
Full Profile

John Farah Detroit, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Financial Manager • Chief Executive

Experience & Education

Position:
CFP®, Vice President - Investments at UBS Financial Services, Inc.
Title:
Vice President-Investments at UBS Financial Services, Inc.
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
UBS Financial Services, Inc. - Grand Blanc, MICFP®, Vice President - Investmentssince Dec 2008Merrill Lynch - Grand Blanc, MIVice President InvestmentsSep 1989 - Dec 2008
Full Profile

Dawn Jinsky Detroit, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
CFP at Plante & Moran, PLLC, Estate Planning Specialist at Plante & Moran, PLLC, CPA at...
Title:
CPA at Plante & Moran
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Plante & Moran, PLLC CFPsince Jul 1998Plante & Moran, PLLC Estate Planning Specialistsince 1998
Skills:
Estate Planning
Full Profile

Robert Finnigan Detroit, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Branch Manager • Field Marketing Specialist • Marketing Administrator • Financial Manager • Marketing Manager

Experience & Education

Position:
Registered Principal at Financial Network Investment Corporation, Member SIPC
Title:
Certified Financial Planner
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Financial Network Investment Corporation, Member SIPC Registered Principalsince Jan 2010Raymond James Financial Services, Inc. Branch ManagerAug 1995 - Jan 2010
Full Profile

Terrence Mcmullen Detroit, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Chief Executive Officer • Chief Executive • Corporate Executive • Financial Manager • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President & CEO at Terrence McMullen, CPA, CFP, PFS, P.C.
Title:
President & CEO, Terrence McMullen, CPA, CFP, PFS, PC and 1st Securities Management, Inc.
Location:
Greater Detroit Area
Industry:
Investment Management
Work history:
Terrence McMullen, CPA, CFP, PFS, P.C. President & CEOsince Dec 1978
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Melanie Dicenso Detroit, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Representative • Advisor • Security • School Principal • School Administrator • Educational Manager • Financial Manager

Experience & Education

Position:
Registered Representative, Certified Financial Planner at Equitas America LLC/Melanie S. Di Censo, CFP
Location:
Greater Detroit Area
Industry:
Investment Management
Work history:
Equitas America LLC/Melanie S. Di Censo, CFP Registered Representative, Certified Financial Plannersince Jul 2007Questar Capital Corp Certified Financial Planner, Registered RepresentativeJul 2003 - Jul 2007
Skills:
Retirement Planning, Investment Analysis, 403(b)'s, Retirement Plans, College Planning and...
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Michael Klassa Detroit, MI

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
CFP, ChFC, CRPC, Financial Advisor at Ameriprise Financial Advisors, Livonia, MI
Location:
Greater Detroit Area
Industry:
Financial Services
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Kevin Nowakowski Detroit, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Vice President • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President - Investments, AAMS CFP CRPC at UBS Financial Services
Title:
Vice President - Investments at UBS Financial Services
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
UBS Financial Services Vice President - Investments, AAMS CFP CRPCsince 1993
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Matt Garrow Detroit, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
Certified Financial Planner at Engler, Garrow & Roth Ltd
Location:
Greater Detroit Area
Industry:
Financial Services
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Victor Hicks Detroit, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
Certified Financial Planner, Clayton & McKervey Financial Group
Location:
Greater Detroit Area
Industry:
Financial Services
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