Center for Financial Planning, Inc.

Description

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. Unable to add this file. Please check that it is a valid photo. "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."

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Center for Financial Planning, Inc. Employees

Employee
Years
Job
Industry
Kali Hassinger Kali Hassinger Greater Detroit Area Details
Kali Hassinger's Center for Financial Planning, Inc. Experience July 2013 - Present
Job Client Service Associate at Center for Financial Planning
Industry Financial Services
Experience
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

Kyle Branda Kyle Branda Jackson, Michigan Details
Kyle Branda's Center for Financial Planning, Inc. Experience May 2012 - August 2013
Job Customer Claims Processor at Dart Container
Industry Financial Services
Experience
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

Gerri Harmer Gerri Harmer Greater Detroit Area Details
Gerri Harmer's Center for Financial Planning, Inc. Experience December 2014 - Present
Job Client Service Manager at Center for Financial Planning, Inc.
Industry Financial Services
Experience
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

Jen Hackmann Jen Hackmann Southfield, Michigan Details
Jen Hackmann's Center for Financial Planning, Inc. Experience March 2000 - Present
Job Registered Client Service Manager & Paraplanner at Center for Financial Planning
Industry Financial Services
Experience
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

Sheryl Weinbaum Sheryl Weinbaum Greater Detroit Area Details
Sheryl Weinbaum's Center for Financial Planning, Inc. Experience August 2003 - August 2004
Job Registered Client Service Associate at UBS Financial Services, Inc.
Industry Financial Services
Experience
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

Shelley Zepniewski Shelley Zepniewski Greater Detroit Area Details
Shelley Zepniewski's Center for Financial Planning, Inc. Experience May 2013 - July 2013
Job HR Credentialing Specialist at BELFOR Property Restoration
Industry Human Resources
Experience
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

Julie Hall, CFP ®, MS-Finance Julie Hall, CFP ®, MS-Finance Greater Detroit Area Details
Julie Hall, CFP ®, MS-Finance's Center for Financial Planning, Inc. Experience January 2011 - July 2013
Job Wealth Management Advisor
Industry Financial Services
Experience
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

Jennifer Bauder Jennifer Bauder Greater Detroit Area Details
Jennifer Bauder's Center for Financial Planning, Inc. Experience July 2003 - Present
Job Client Service Manager at Center for Financial Planning, Inc.
Industry Financial Services
Experience
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.)

Dan Boyce Dan Boyce Greater Detroit Area Details
Dan Boyce's Center for Financial Planning, Inc. Experience January 1985 - Present
Job Partner, Center for Financial Planning
Industry Financial Services
Experience
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

Robert Steinberg, JD, CPA, CFP® Robert Steinberg, JD, CPA, CFP® Greater Detroit Area Details
Robert Steinberg, JD, CPA, CFP®'s Center for Financial Planning, Inc. Experience February 2002 - July 2004
Job Partner/Wealth Manager Blue Chip Partners, Inc.
Industry Investment Management
Experience
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

Melissa Joy, CFP® Melissa Joy, CFP® Greater Detroit Area Details
Melissa Joy, CFP®'s Center for Financial Planning, Inc. Experience August 1999 - Present
Job Partner, Financial Planner at Center for Financial Planning, Inc.
Industry Investment Management
Experience
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

Angela Palacios, CFP® Angela Palacios, CFP® Southfield, Michigan Details
Angela Palacios, CFP®'s Center for Financial Planning, Inc. Experience September 2008 - Present
Job Portfolio Manager at Center for Financial Planning, Inc.
Industry Investment Management
Experience
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

Sandra D. Adams, CFP® Sandra D. Adams, CFP® Southfield, Michigan Details
Sandra D. Adams, CFP®'s Center for Financial Planning, Inc. Experience August 1996 - Present
Job Lead Financial Planner/Partner, Center for Financial Planning, Inc.
Industry Financial Services
Experience
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

Amanda Toia Amanda Toia Greater Detroit Area Details
Amanda Toia's Center for Financial Planning, Inc. Experience November 2010 - Present
Job Client Service Manager at Center for Financial Planning, Inc.
Industry Financial Services
Experience
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