Center for Financial Planning, Inc.®

Center for Financial Planning, Inc.®

Financial Services Phone: 248.948.7900, Address: 24800 Denso Drive 43 employees
Employees
43
Contacts
4
Emails
4
Phones
2

Center for Financial Planning, Inc.® Overview

Headquarters
Phone: 248.948.7900, Address: 24800 Denso Drive
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
43
Founded
1985
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About 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 40 states. We work to partner with our clients to help achieve their financial goals. We manage more than $1.8 billion in assets for families and individuals as of 12/31/24. Center for Financial Planning, Inc. is an independent Registered Investment Advisor. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. Investment advisory services offered through Center for Financial Planning, Inc.® Center for Financial Planning, Inc.® is not a registered broker/dealer and is independent of Raymond James Financial Services. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm

Center for Financial Planning, Inc.® Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
4
100.0% coverage
Phone contacts
2
50.0% coverage

Center for Financial Planning, Inc.® Org Chart

Sample employees and titles
Name Title Contact
Robert Ingram, Cfp® Certified Financial Planner™
Email Phone
Lauren Adams, Cfa®, Cfp® Partner and Certified Financial Planner
Email
Matt Trujillo, Cfp® Certified Financial Planner™
Email
Timothy Wyman, Cfp®, Jd
Email Phone

Employees by Management Level

Individual contributor 5 profiles
Manager 2 profiles
Associate / junior 1 profile

Department Contact Coverage

Department Contacts Email Phone
Finance 1 1 0
Sales 1 1 0
General 1 1 0
IT 1 1 0

Center for Financial Planning, Inc.® Tech Stack

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