Certified Planner®

Kalamazoo, MI, US

Certified Planner® Work

OWNER and FOUNDER @ Beyond Financial Planning

Present

General Agent @ Constellation Insurance, Inc.

Present

Financial Advisor @ Cambridge Investment Research, Inc.

Present

Certified Planner® Education

2005 - 2007 Bachelor of Business Administration (B.B.A.) in Personal Financial Planning @ Western Michigan University - Haworth College of Business

Associates of Arts in Business/Commerce, General @ KVCC

Certified Planner® Skills

Entrepreneurship

Term Life Insurance

Retirement Planning

Customer Service

Long-term Care

Sales Management

Sales

Team Building

Strategic Planning

Estate Planning

+16 more

Frequently Asked Questions about Certified Planner®

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What company does Certified Planner® work for?

Certified Planner®'s current employer information is not specified in detail here. You might find more information in the "Work Experience" section.

What industry does Certified Planner® work in?

Certified Planner®'s primary industry can often be inferred from their work experience and skills listed on this profile.

Where is Certified Planner® located?

Certified Planner® is based in or around Kalamazoo, MI, US.

Certified Planner® Email Addresses:

Personal: c*****@gmail.com

Certified Planner® Phone Numbers:

+1 123-456-7890

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