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Personal Financial Planners in US

Michigan Personal Financial Planners Directory

Trustoria includes a professional profile for nearly every Personal Financial Planner in Michigan.

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19 results found

Bayliss Howard Detroit, MI

Professions & Specialties

Financial Planner • Personal Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Principal at Core Financial Planning, LLC
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Core Financial Planning, LLC Principalsince Dec 2008
Skills:
Comprehensive Financial Planning, Retirement Planning, Long Term Investment Planning, Self Employed ...
Full Profile

David Roberts Lansing, MI

Professions & Specialties

Financial Consultant • Personal Financial Planner • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Advisor • Master of Business Administration • Financial Analyst • Financial Manager • Counselor • Area Manager • Managers • Operations Manager • Financial Officer • Chief Executive • Corporate Executive • Hospital Care Professional • Wellness and Fitness • Health Professional • Health Practitioner

Experience & Education

Position:
Investment Advisor/Healthcare Financial Advisor at Chesme Capital Management
Title:
Investment Advisor at Chesme Capital Management
Location:
Lansing, Michigan Area
Industry:
Investment Management
Work history:
Chesme Capital Management - DeWitt, MIInvestment Advisor/Healthcare Financial Advisorsince Sep 2012Investment Solutions Advisors LLC/Prestige Advisors - Lansing, Michigan AreaPersonal Financial Planner and Investment AdvisorJun 2009 - Sep 2012
Skills:
Portfolio Management, Investment Planning, Long Term Care, Healthcare, Investments, Hospitals,...
Certifications:
Certified Financial Planner, Financial Planning Board of Standards, Inc.
Chartered Retirement Planning Counselor, Certified Financial Planner Board of Standards, Inc.
Full Profile

Jeff Fortuna Grand Rapids, MI

Professions & Specialties

Personal Financial Planner • Certified Financial Planner • Puchasing and Estimating Manager • Co-Founder • Founder • Founding Member • Chief Executive • Operations Manager • Financial Manager • Organization Management

Experience & Education

Position:
Co Founder at Affordable housing coalition
Title:
--
Location:
Greater Grand Rapids, Michigan Area
Industry:
Nonprofit Organization Management
Work history:
Affordable housing coalition - USACo Foundersince Jan 1993American Express - Cascade MIPersonal Financial PlannerJan 1992 - Jan 1995
Full Profile

Jeff Kaiser Monroe, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Director • Partner • Operations Manager • Chief Executive • Hospital Care Professional • Health Professional • Health Practitioner • Independent Contractor • Contractor • Independent Business Owners • Sales Manager • Corporate Executive • Financial Manager • Construction • Supplier • Services Professional • Sales and Service Specialist • Automotive Specialist • Automotive Professional

Experience & Education

Position:
Maintenance Director at Magnum Care
Location:
Monroe, Michigan
Industry:
Hospital & Health Care
Work history:
Magnum Care - Monroe, MIMaintenance Directorsince Aug 2012Kaiser Kreates Self EmployedJul 2010 - Aug 2012
PERSONAL FINANCIAL PLANNER at IDS / American Expre..
Full Profile

Joan Johnson Detroit, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Tax Consultant • Tax Accountant • Certified Public Accountant • Accounts Payable • Accounts Payable Specialist • Tax Preparer • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Tax Accountant/CPA at Central Transport, LLC
Title:
Tax Specialist at Central Transport
Location:
Greater Detroit Area
Industry:
Transportation/Trucking/Railroad
Work history:
Central Transport, LLC Tax Accountant/CPAsince Feb 2010Baker Tilly Virchow Krause, LLP Accountant/CPAJan 2005 - May 2009
Personal Financial Planner Series of classes
Full Profile

Jack Benabib Miami, FL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Senior Network Engineer • Network Architect • Manager • Operations Manager • Computer Network Consultant • Computer Consultant • IT Consultant • Financial Manager • Project Managers • Computer Network Professional • Network Administrator • Supplier • Consumer Goods Professional • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Commodities Clerk • Master of Science • Business Intelligence Professional • Project Manager • Advisor • Business Consultant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
IT Support Services Manager at Embraer
Title:
Senior Information Technology Engineer
Location:
Miami/Fort Lauderdale Area
Industry:
Computer Networking
Work history:
Embraer IT Support Services Managersince 2010Information Management Senior Network Engineer & Project Mananger2002 - 2009
Languages:
Spanish, Portuguese
Licensed Mortgage Consultant and Personal Financial Planner specialized in mortgage..
Full Profile

Roger Mercier Miami, FL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Director • Chairperson • Chief Executive Officer • Financial Officer • Financial Manager • Chief Executive • Corporate Executive • Budget Officer • Accounts Receivable Clerk • Controller • Financial Compliance Examiner • Auditor • Accounts Receivables Specialist • Accounts Receivable • Operations Manager • Accounting Bookkeeper • Bookkeeper • Construction • Managers • Analysts • Advisor • Sales Representative

Experience & Education

Position:
Director of Finance and Administration at Roberts Drug Store
Title:
Director of Finance and Administration Roberts Drug Store
Location:
Miami/Fort Lauderdale Area
Industry:
Pharmaceuticals
Work history:
Roberts Drug Store Director of Finance and Administrationsince Feb 2010Krazan & Associates Cost AnalystJan 2008 - Oct 2009
Personal Financial Planner
Full Profile

Jim Letourneau Lansing, MI

Professions & Specialties

Loan Officers • Certified Financial Planner • Puchasing and Estimating Manager • Supporting Member • Team Member • Tax Preparer • Finance and Accounting Specialist • Tax Accountant • Accounting Bookkeeper • Bookkeeper • Department Manager • Department Supervisor • Manager • Operations Manager • Process Engineer • Industrial Engineer • Analysts • Administrative Clerk • Clerical Specialist • Financial Manager

Experience & Education

Position:
Senior Tax Associate at Rehmann
Title:
Senior Tax Associate at Rehmann Robson
Location:
Lansing, Michigan Area
Industry:
Accounting
Work history:
Rehmann - 4086 Legacy Pkwy, Lansing, MISenior Tax Associatesince Jan 2013America's Tax and Accounting, Inc. - 6900 Miller, Warren, MI 48092Tax Department ManagerAug 2011 - Apr 2013
Skills:
Tax, Financial Reporting, Peachtree, Accounting, Financial Analysis, GAAP, Strategic Financial...
Personal Financial Planner at IDS / AMERICAN EXPRE..
Full Profile

Jim Letourneau Lansing, MI

Professions & Specialties

Loan Officers • Certified Financial Planner • Puchasing and Estimating Manager • Supporting Member • Team Member • Tax Preparer • Finance and Accounting Specialist • Tax Accountant • Accounting Bookkeeper • Bookkeeper • Department Manager • Department Supervisor • Manager • Operations Manager • Process Engineer • Industrial Engineer • Analysts • Administrative Clerk • Clerical Specialist • Financial Manager

Experience & Education

Position:
Senior Tax Associate at Rehmann
Title:
Senior Tax Associate at Rehmann Robson
Location:
Lansing, Michigan Area
Industry:
Accounting
Work history:
Rehmann - 4086 Legacy Pkwy, Lansing, MISenior Tax Associatesince Jan 2013America's Tax and Accounting, Inc. - 6900 Miller, Warren, MI 48092Tax Department ManagerAug 2011 - Apr 2013
Personal Financial Planner at IDS / AMERICAN EXPRE..
Full Profile

Keith Maskell Saginaw, MI

Professions & Specialties

Puchasing and Estimating Manager • Tutor • Line Cook • Short Order Cook • Cooks • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Client Service Officer • Team Member • Shift Supervisor • Volunteer • Business Administrator • Analysts • Shift Manager • Managers • Non-Profit • Bachelor of Science • Financial Manager • Operations Manager

Experience & Education

Position:
Tutor at Central Michigan University Career Services, Line Cook at The Fresh Food Company
Location:
Saginaw, Michigan Area
Industry:
Financial Services
Work history:
Central Michigan University Career Services Tutorsince Oct 2010The Fresh Food Company Line Cooksince Aug 2008
Skills:
Personal Financial Planning, Entrepreneurship, Marketing, Economics, Finance, Accounting
..eventually opening my own office as a Personal Financial Planner/Financial Analyst
Full Profile

Keith Maskell Saginaw, MI

Professions & Specialties

Puchasing and Estimating Manager • Tutor • Line Cook • Short Order Cook • Cooks • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Client Service Officer • Team Member • Shift Supervisor • Volunteer • Business Administrator • Analysts • Shift Manager • Managers • Non-Profit • Bachelor of Science • Financial Manager • Operations Manager

Experience & Education

Position:
Tutor at Central Michigan University Career Services, Line Cook at The Fresh Food Company
Location:
Saginaw, Michigan Area
Industry:
Financial Services
Work history:
Central Michigan University Career Services Tutorsince Oct 2010The Fresh Food Company Line Cooksince Aug 2008
Skills:
Personal Financial Planning, Entrepreneurship, Marketing, Economics, Finance, Accounting
..eventually opening my own office as a Personal Financial Planner/Financial Analyst
Full Profile

Judy Cocke Detroit, MI

Professions & Specialties

Puchasing and Estimating Manager • Administrative Associate • Office Assistant • Coordinator • Administrative Clerk • Clerical Specialist • Office Clerk • Managers • Manager • Operations Manager • Supplier • Buyer • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Buyer and Seller • Sports Trainer • Sports Trainers • Financial Manager

Experience & Education

Position:
Administrative Assistant at Oakland Management
Title:
Administrative Assistant/Office Manager at Oakland Management
Location:
Greater Detroit Area
Industry:
Management Consulting
Work history:
Oakland Management Administrative Assistantsince Jul 2006Mid American Pompon Administrative AssistantSep 1999 - May 2006
Personal Financial Planner
Full Profile

Christine Isham Detroit, MI

Professions & Specialties

Personal Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Financial Analyst • Front Desk Clerk • Front Office Receptionist • Agent • Sales Representative • Premier • Government Service Executive • Government Administration Officer • Civil Servant

Experience & Education

Position:
Owner at Northern Financial Advisors
Title:
Owner, Northern Financial Advisors
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Northern Financial Advisors Owner
Skills:
Estate Planning
Full Profile

Marla Shires Kalamazoo, MI

Professions & Specialties

Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Analyst • Analysts • Financial Analyst • Client Service Officer • Customer Service • Financial Manager

Experience & Education

Title:
--
Location:
Portage, Michigan
Industry:
Financial Services
Work history:
Hewitt Associates Benefits Operations Administrator2003 - 2010Hewitt Associates Benefits Analyst2003 - 2008
Personal Financial Planner at Plante & Moran Finan..
Full Profile

Jeffrey Sallee Detroit, MI

Professions & Specialties

Loan Specialist • Loan Officers • Certified Financial Planner • Puchasing and Estimating Manager • Counselor • Speaker • Advisor • Spokesperson • Representative • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Receivership • Bankruptcy Attorney • Financial Regulation Attorney • Lawyers • Non-Profit • Master of Science • Chief Executive • Financial Manager • Operations Manager • Loan Accountant • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Special Assets Officer at Michigan Commerce Bank
Location:
Greater Detroit Area
Industry:
Banking
Work history:
Michigan Commerce Bank - Farmington HillsSpecial Assets Officersince May 2012Jeffrey H. Sallee, MBA ConsultantMar 2009 - May 2012
Personal Financial Planner at IDS Financial Servic..
Full Profile

Dennis Meade Ypsilanti, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Independent Contractor • Counselor • Contractor • Advisor • Finance and Accounting Specialist • Chief Accountant • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Account Manager • Deputy Director • Chief Administrative Officer • Manager • Financial Manager • Deputy Manager • Chief Executive • Operations Manager • Chancellor • Chief Judge • Judge

Experience & Education

Position:
CERTIFIED FINANCIAL PLANNER (r) at SELF EMPLOYED CONSULTANT
Title:
FINANCIAL MANAGEMENT & PLANNING
Location:
Ypsilanti, Michigan
Industry:
Financial Services
Work history:
SELF EMPLOYED CONSULTANT CERTIFIED FINANCIAL PLANNER (r)since Apr 2004New York University - Washington Square, New YorkFinance Offices, New York UniversitySep 1974 - Apr 2004
Skills:
Program Management, Research, Higher Education, Data Analysis, Stata, SPSS, FEE ONLY PERSONAL...
FEE ONLY PERSONAL FINANCIAL PLANNER
Full Profile

Jessica Abraham North Lakeport, MI

Professions & Specialties

Personal Financial Planner • Banker • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Sales Account Associate • Sales Executive • Sales Manager • Financial Manager • Operations Manager • Technician • Business Administrator • Managers • Technical Specialist • Technical Support Specialists • Bachelor of Science

Experience & Education

Work

Company:
H&r block
Client service professional
Company:
Bath and body works
Sales associate

Skills

Microsoft Office efficient, Team Oriented, Organized, Motivated
Full Profile

Scott Jaeger Ironwood, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chief Executive Officer • Corporate Executive • Chief Executive • Counselor • Advisor • Financial Manager • Client Service Officer • Customer Service

Experience & Education

Work

Company:
Heartland communications radio group, llc
General manager
Company:
Wells fargo home mortgage - Ironwood, MI
Mortgage consultant
Full Profile

Judy Cocke Farmington, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Office Assistant • Administrative Associate • Office Clerk • Clerical Specialist • Administrative Clerk • Buyer • Buyer and Seller • Sales Representative • Bachelor of Science • Financial Manager • Sales Manager • Operations Manager

Experience & Education

Work

Company:
Muirwood apartments/oakland management company
Office manager
Company:
Mid american pompon - Farmington Hills, MI
Administrative assistant
Full Profile