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Certified Financial Planners in Michigan

Certified Financial Planners in Southfield, MI

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7 results found

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.
Full Profile

Nicholas Sutherland Detroit, MI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Team Member • Operations Manager • Financial Manager

Experience & Education

Position:
Financial Planner at Plante Moran
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Plante Moran - Southfield, MIFinancial Plannersince Jan 2013Northern Financial Advisors, Inc. - Franklin, MIAssociateNov 2009 - Jan 2013
Ohio State University CFP Program
Full Profile

John Massoglia Detroit, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Tax Preparer • Finance and Accounting Specialist • Tax Accountant • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
LPL Financial Advisor at America Group, Owner at Massoglia Financial Planning, LLC, Tax Preparer at ...
Title:
LPL Financial Advisor at America Group
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
America Group - Southfield, MILPL Financial Advisorsince Aug 2011Massoglia Financial Planning, LLC Ownersince Apr 1997
Certified Financial Planner
Full Profile

Molly Wilson Detroit, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Senior Vice President • Vice President • Chief Executive • General and Operations Manager • Director of Operations • Operations Manager • Corporate Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Vice President at FirstMerit Bank PrivateBank, Senior Vice President at Citizens Bank Wealth ...
Title:
Senior Vice President FirstMerit Privatebank
Location:
Greater Detroit Area
Industry:
Investment Management
Work history:
FirstMerit Bank PrivateBank - Greater Detroit AreaSenior Vice Presidentsince Apr 2013Citizens Bank Wealth Management - Bloomfield Hills, MichiganSenior Vice Presidentsince Jan 2008
CFP Program
Full Profile

Bruce Hartdegen Detroit, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Shop Manager • Sales Manager • Financial Manager • Analyst • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Articled Clerk • Lawyers • Bachelor of Business Administration

Experience & Education

Position:
Lease Administration - Midwest - Party City Retail Group at Party City Retail Group
Title:
Lease Administration - Midwest- Party City Retail Group
Location:
Greater Detroit Area
Industry:
Retail
Work history:
Party City Retail Group - Livonia, MILease Administration - Midwest - Party City Retail Groupsince Jun 2007Gags and Games, Inc Payroll AdminJan 1994 - Jan 2007
Full Profile

Jacques Graves Charlotte, NC

Professions & Specialties

Director • Manager • Operations Manager • Information Technology Specialist • IT Specialist • Supervisor • Assistant Manager • Managers • Recruitment

Experience & Education

Position:
Director of Business Developement at Rapier Solutions, Inc.
Title:
Business Developer for Rapier Solutions
Location:
Charlotte, North Carolina Area
Industry:
Information Technology and Services
Work history:
Rapier Solutions, Inc. - Charlotte, NCDirector of Business Developementsince Aug 2011Citizens Bank - Michigan, Ohio and Wisconsin - Southfield, MIClient Service SupervisorAug 2000 - Jul 2011
Certified Financial Planner,CFP,
Full Profile

Norman Purdy Chicago, IL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Chief Executive • Financial Manager • Agent • Sales Agent • Equipment Tools Purchasing Agent • Sales Representative • Department Store Salesperson • Retail Professional • Retail Salesperson • Model • Planner • Construction • Volunteer • Non-Profit • Logistician • Property Manager • Real Estate Manager

Experience & Education

Title:
President of AEGIS Capital Management
Location:
Greater Chicago Area
Industry:
Facilities Services
Work history:
AEGIS Capital Management - St Charles, ILPresident, CFPJan 1994 - Dec 2009WKAR-TV 23 Auction - East Lansing MIAuction Co-Chair1980 - 1995
Certifications:
FMP Facility Mgmt Professional, IFMA
Full Profile

Certified Financial Planners near Southfield, MI076152228304380DetroitTroyLivoniaRochesterDearbornFarmingtonNoviNorthvilleRoyal OakWarren


Certified Financial Planners around Southfield, MI

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

Certified Financial Planners in Michigan