Center for Financial Planning, Inc.
Address: 24800 Denso Dr #300, Southfield, MI 48033 Hours: Closed ⋅ Opens 8AM Mon SaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (248) 948-7900Website: Category: : : : Place name: : : : Website: http://www.centerfinplan.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a questionPopular times Saturdays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place.Closed Saturdays—pick another day : 12a3a6a9a12p3p6p9p12a3a6aPlan your visitClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on FridaysPeople typically spend 1-3 hours here Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Center for Financial Planning, Inc. Posting publicly on the Web Write a review Reviews Be the first to review From Center for Financial Planning, Inc. "Center for Financial Planning, Inc. is a privately managed wealth management firm and registered investment advisor. Founded in 1985 and located in Southfield, Michigan, The Center works with clients throughout Michigan and in 38 states. We work to...More "Center for Financial Planning, Inc. is a privately managed wealth management firm and registered investment advisor. Founded in 1985 and located in Southfield, Michigan, The Center works with clients throughout Michigan and in 38 states. We work to partner with our clients to achieve their financial goals and ultimately to Live Your Plan™. We manage more than $1.1 billion in assets for families and individuals. At the Center, we use a comprehensive financial planning process which includes goal identification & clarification, cash flow planning, tax planning, retirement planning, estate planning, review of insurances, philanthropic review, education planning, plan to share wealth with generations and coordination with other professionals."
Center for Financial Planning, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Center for Financial Planning, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Center for Financial Planning, Inc. Employees
Center for Financial Planning, Inc. July 2013 - Present
UBS 2013 - July 2013
Coventry First, LLC March 2010 - February 2012
Coventry First, LLC 2006 - March 2010
Coventry First, LLC October 2006 - March 2007
Skills
Insurance, Securities, Series 7, Series 63
Education
Bucknell University 2002 — 2006
Bachelor of Arts (BA), English, World Religion
Dart Container August 2013 - August 2014
Center for Financial Planning, Inc. May 2012 - August 2013
Skills
Strategic Financial..., Asset Management, Economics, Investments, Microsoft Office, Stata
Education
Grand Valley State University 2014 — 2016
Master of Science (MSA), Accounting
Michigan State University 2011 — 2013
Bachelor of Arts (BA), Economics
Central Michigan University 2009 — 2010
Center for Financial Planning, Inc. December 2014 - Present
Center for Financial Planning, Inc. January 2013 - December 2014
Center for Financial Planning, Inc. July 2007 - January 2013
Education
Eastern Michigan University 1986 — 1992
Bachelor of Science, Fashion Merchandising/Marketing
Stockbridge High School 1983 — 1986
Center for Financial Planning, Inc. March 2000 - Present
Center for Financial Planning March 2000 - Present
American Funds September 1998 - February 2000
Skills
Financial Advisory, Wealth Management, Strategic Financial..., Investment Advisory, Financial Planning, Portfolio Management, Asset Managment, Financial Services, Asset Management, Series 63
Education
Indiana University Bloomington 1993 — 1997
Bachelor of Business Administration (BBA), Marketing
UBS Financial Services, Inc. August 2004 - Present
UBS 2004 - 2014
Center for Financial Planning, Inc. August 2003 - August 2004
Rosenfeld Group 2002 - 2003
Mass Mutual Insurance 2000 - 2002
Integrated Financial Strategies 1999 - 2000
Independence One Investment Group 1994 - 1998
Shearson Lehman Brothers 1993 - 1994
Skills
Sales, Finance, Customer Service, Wealth Management, Marketing, Leadership, Investments, Equities, Social Networking, Banking
Education
Michigan State University 1973 — 1975
None, Liberal Arts
Berkley High School 1970 — 1973
High School Diploma-, Liberal Arts
BELFOR Property Restoration September 2013 - Present
PETCO Animal Supplies, Inc. June 2012 - June 2014
Center for Financial Planning, Inc. May 2013 - July 2013
GP Strategies Corporation May 2012 - April 2013
Target May 2011 - May 2012
PETCO Animal Supplies, Inc. April 2007 - May 2011
Trifles November 2010 - April 2011
David's Bridal February 2007 - April 2007
Quantum Events July 2006 - December 2006
Cunningham Field and Research May 2005 - August 2005
Skills
Microsoft Office, Typing, Inventory Management, Travel, Conflict Resolution, Organizing, Fundraising, Corporate Events, Grants, Decision Making, Customer Relations, Access, Word, Excel, Outlook, Community Involvement, Music, Animal Handling, Animal Care, Psychology, Interviewing, Training & Development, Retail, Retail Management, Team Oriented, Team Building, Promotion Planning, Product Marketing, Stock Control, Logistics, Cash Management, Promotional Products, Culinary, Visual Merchandising, Vendor Relations, Budget Management, Creative Writing, Market Research, Marketing Strategy, Online Communications, Event Management, HR Policies, Social Media, Customer Service, Marketing, Marketing Communications, Animal Nutrition, Animal Behavior, Credentialing, Multi-line Phone
Education
Western Michigan University 2003 — 2006
Bachelor of Business Administration (B.B.A.), Marketing, 3.0
St Clair County Community College 2002 — 2003
Algonac High School 1998 — 2002
TIAA-CREF August 2013 - Present
Center for Financial Planning, Inc. January 2011 - July 2013
FPA 2013 - 2013
Heritage Private Wealth LLC October 2009 - January 2011
Lincoln Financial Advisors February 2005 - October 2009
Prudential Financial March 2003 - February 2005
M&O Marketing June 2002 - March 2003
Skills
Wealth Management, Financial Planning, Investment Advisory, Reporting & Analysis, Securities, Fixed Annuities, Investments, Strategic Financial..., Finance, Wealth
Education
Walsh College 2006 — 2009
Master of Science in Finance, Finance
Eastern Michigan University 1997 — 2002
Bachelor of Business Administration, Business with a concentration in marketing
Center for Financial Planning, Inc. July 2003 - Present
Center for Financial Planning, Inc. July 2003 - Present
Stephens Wealth Mgmnt September 2012 - July 2013
Skills
Customer Service, Account Management, Project Management, Process Improvement, Relationship Management, Strategic Planning
Education
Baker College of Allen Park 2003 — 2006
Bachelor of Business Administration (B.B.A.)
Institute for Sustainable Social Change 2011 - Present
Prescott College 2005 - Present
Center for Financial Planning, Inc. January 1985 - Present
Education
University of Michigan 1975 — 1979
M. Mus.
University of Michigan 1971 — 1974
B. Mus
Seaholm High School 1968 — 1971
Diploma
Blue Chip Partners, Inc., An Independent Investment Advisory Firm July 2004 - Present
Raymond James Financial Services, Inc. Member FINRA/SIPC July 1999 - Present
Center for Financial Planning, Inc. February 2002 - July 2004
Steinberg Investment Group, Ltd. January 1993 - February 2002
Honigman Miller Schwartz and Cohn LLP May 1990 - February 1993
Deloitte & Touche 1984 - 1986
Education
University of Michigan Law School 1988 — 1990
JD, Law
Wayne State University Law School 1987 — 1988
Law
Michigan State University 1980 — 1984
BBA, Accounting
Center for Financial Planning, Inc. August 1999 - Present
Raymond James Financial Services 1999 - Present
Skills
Due Diligence, Portfolio Management, Practice Management, Financial Planning, Asset Management, Private Wealth..., Sudden Money, Investments
Education
University of Michigan
Bachelor of Arts, Political Science
Boston University
Certificate in Financial Planning
Center for Financial Planning, Inc. September 2008 - Present
Raymond James Financial Services September 2008 - Present
Wachovia Securities Financial Network June 1999 - July 2004
Skills
Certified Financial..., Investment Research, Portfolio Management, Economics, Wealth Management, Mutual Funds, Investment Advisory
Education
Nichols College 2005 — 2007
Master of Business Administration (MBA)
College for Financial Planning 2001 — 2002
Financial Planning and Services
Aquinas College 1995 — 1999
Bachelor of Arts (B.A.), Economics and Finance
Hastings High School
Wayne State University IOG January 2012 - Present
Financial Planning Association of Michigan January 2008 - Present
Wayne State University IOG 2008 - Present
Center for Financial Planning, Inc. August 1996 - Present
Leadership Oakland September 2014 - June 2015
Financial Planning Association of Michigan January 2014 - December 2014
Personal Financial Education Services December 2012 - December 2014
Financial Planning Association of Michigan January 2010 - December 2011
Oakland County Women's Commission 2009 - 2010
Dale Carnegie Training 2004 - 2004
Education
Eastern Michigan University 2012 — 2013
Graduate Certificate, Gerontology
Eastern Michigan University 1988 — 1992
BS, Public Relations and Business Management
Center for Financial Planning, Inc. November 2010 - Present
Skills
Banking, Microsoft Excel, Customer Service, Microsoft Office, Equities, Financial Analysis, Risk Management, Microsoft Word, PowerPoint, Investments, Process Improvement, Securities, Financial Planning, Series 7, Insurance, Strategic Financial..., Wealth Management, Management, Portfolio Management, Finance, Financial Advisory
Education
Central Michigan University 2001 — 2003
Master of Arts (MA)
Oakland University 1994 — 1999
Bachelor of Arts (BA)
Plano East Senior High