Adam Lesperance, Cfp®, Chfc®, Aif® Email and Phone Number
Adam Lesperance, Cfp®, Chfc®, Aif® work email
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Adam Lesperance, Cfp®, Chfc®, Aif® personal email
Adam Lesperance, Cfp®, Chfc®, Aif® phone numbers
I enjoy helping small business owners, executives and others in need of advice achieve their financial goals by aligning professional and personal goals with a holistic plan. This includes organizing personal and business finances, tax reduction and savings strategies, minimizing risk and protecting your estate for your family. My career began in 1999 with CG Financial Services after earning a B.S. in finance from Central Michigan University. Soon after, I obtained designations as a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Accredited Investment Fiduciary (AIF®). When I’m out of the office you can find me in the hockey rink, on the golf course, or traveling with family and friends!Phone: (877) 807-2079Email: Adam@MyCGFinancial.com
Cg Financial Services
View- Website:
- mycgfinancial.com
- Employees:
- 81
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Partner And Senior Financial AdvisorCg Financial ServicesLansing, Mi, Us
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Partner & Senior Financial AdvisorCg Financial Services May 1999 - PresentLansing, MichiganCG Financial in an independent wealth management firm providing comprehensive financial planning to individual and business clientele. Our in house team of specialists take a client-centric approach to understand where you are today, so we can help you get where you want to be tomorrow. Business:➣Retirement Plans➣Employee Benefits➣Business Transition➣Executive CompensationIndividual:➣Retirement Planning➣Investment Management➣Tax Planning➣Home & Auto Insurance➣Life & Health Insurance➣College Planning➣Estate Conservation(877) 807-2079Adam@MyCGFinancial.comwww.MyCGFinancial.com
Adam Lesperance, Cfp®, Chfc®, Aif® Skills
Adam Lesperance, Cfp®, Chfc®, Aif® Education Details
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Personal Financial Planning
Frequently Asked Questions about Adam Lesperance, Cfp®, Chfc®, Aif®
What company does Adam Lesperance, Cfp®, Chfc®, Aif® work for?
Adam Lesperance, Cfp®, Chfc®, Aif® works for Cg Financial Services
What is Adam Lesperance, Cfp®, Chfc®, Aif®'s role at the current company?
Adam Lesperance, Cfp®, Chfc®, Aif®'s current role is Partner and Senior Financial Advisor.
What is Adam Lesperance, Cfp®, Chfc®, Aif®'s email address?
Adam Lesperance, Cfp®, Chfc®, Aif®'s email address is ad****@****ial.com
What is Adam Lesperance, Cfp®, Chfc®, Aif®'s direct phone number?
Adam Lesperance, Cfp®, Chfc®, Aif®'s direct phone number is +151786*****
What schools did Adam Lesperance, Cfp®, Chfc®, Aif® attend?
Adam Lesperance, Cfp®, Chfc®, Aif® attended Central Michigan University.
What are some of Adam Lesperance, Cfp®, Chfc®, Aif®'s interests?
Adam Lesperance, Cfp®, Chfc®, Aif® has interest in Aerobics, Kids, Exercise, Electronics, Gardening, Home Improvement, Reading, Crafts, Fitness, Collecting.
What skills is Adam Lesperance, Cfp®, Chfc®, Aif® known for?
Adam Lesperance, Cfp®, Chfc®, Aif® has skills like Financial Advisory, Retirement, Securities, Insurance, Financial Services, Finance, Nonprofits, Health Insurance, Personal Financial Planning, Estate Planning, Employee Benefits, Series 63.
Who are Adam Lesperance, Cfp®, Chfc®, Aif®'s colleagues?
Adam Lesperance, Cfp®, Chfc®, Aif®'s colleagues are Suzanne Marlow Rebc®, Shrm-Cp®, Tyler Sigmon, Michael Graves, Laura Farmer, Grant Dunatchik, Chfc®, Daniel Sealy, Ann Green.
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