Brian Franke, Cfp® Email & Phone Number
@icapitalmgt.com
4 phones found area 248
LinkedIn matched
Who is Brian Franke, Cfp®? Overview
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Brian Franke, Cfp® is listed as Principal and Owner | Financial Advisor at Integrated Capital Management, a with 6 employees, based in Bloomfield Hills, Michigan, United States. AeroLeads shows a work email signal at icapitalmgt.com, phone signal with area code 248, and a matched LinkedIn profile for Brian Franke, Cfp®.
Brian Franke, Cfp® previously worked as Principal/Owner | Financial Advisor at Integrated Capital Management and Financial Planner at Independent Broker Dealer. Brian Franke, Cfp® holds Mba, Finance from Ucla Anderson School Of Management.
Email format at Integrated Capital Management
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AeroLeads found 3 current-domain work email signals for Brian Franke, Cfp®. Compare company email patterns before reaching out.
About Brian Franke, Cfp®
Brian holds the position as Principal at Integrated Capital Management which is a Registered Investment Advisory (RIA) firm. He has extensive personal and professional experience in the realm of retirement planning for business owners, physicians, attorneys, corporate executives, and high net worth individuals. His focus is to help individuals become goal-oriented in their thinking and to create plans that utilize financial strategies and portfolio investments to work towards achieving those goals. From strategic planning for accomplishing long-term goals, to succession planning and wealth transfer, he brings a breadth of knowledge to the table, which encourages creative thought and truly independent solutions.Brian has many years of experience in finance, leadership, and wealth management. Previously, Brian held several financial leadership positions in various departments within Ford Motor Company, where he developed the skills for budgeting, forecasting, and financial planning. While working at Ford, Brian was awarded for his performance and expertise with an overseas assignment in Japan and a Corporate Fellowship.With clients in more than 17 states, with needs ranging from income tax planning to sophisticated estate planning and money management, Brian has developed an extensive network of attorneys, and accountants with whom he works with closely on implementing advanced planning strategies.Talking about finances may feel awkward or uncomfortable. At Integrated Capital Management, we create a judgement-free zone. Our clients feel comfortable and assured because they know they are in good hands.Please send me a message if you're wondering how I can serve you. My phone number is (248) 593-8900.Specialties: Financial Planning, Retirement Planning, Estate Planning, Risk Management, College Planning, Long Term Care and Disability Insurance, Investment Management, Wealth Transfer Strategies, Fringe Benefit Planning, Independent Financial Advisor.
Listed skills include Strategic Financial Planning, Finance, Wealth Management, Retirement Planning, and 21 others.
Brian Franke, Cfp®'s current company
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Brian Franke, Cfp® work experience
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Principal/Owner | Financial Advisor
CurrentIntegrated Capital Management is a Comprehensive Wealth Management Firm which specializes in assisting business owners, attorneys, executives, physicians, and high net worth individuals in meeting their personal financial goals. This includes services such as Personal Financial Management, Retirement Planning, Estate Planning, Risk Management and College Planning.We understand that in order to live up to our mission of helping our clients live richer lives, we better know something about their values and what’s important to them. Our team works with each client to draft a life plan—a road map of sorts—based on a deep understanding of personal goals, aspirations and resources. We then leverage our broad range of expertise to implement financial strategies that help our clients realize the future they envision.We advise our clients on all facets of their financial lives, sensitive to how each piece affects the others. Our team of individual experts develops coordinated strategies that seek to provide optimal financial advantage. This coordinated approach eliminates the frustration and unpleasant surprises that often arise when trying to manage a loose network of unaffiliated advisors.Questions? Feel free to send me a message.
Financial Planner
Private Wealth Advisor
Engineering/Corporate Finance Manager
Worked in a number of management rotational development positions:Corporate Finance Mgmt - worked in Cost Analysis, Purchasing and Product Development FinanceProduct Engineering - lived in Japan for Ford / Mazda joint venture working on the development of the first Ford EscapeProduct Engineering - worked on advanced vehicle technologies
Business Development
Summer Internship with UCLA Anderson School working on mergers and acquisitions
Colleagues at Integrated Capital Management
Other employees you can reach at icapitalmgt.com. View company contacts for 6 employees →
Regina Angelas
Colleague at Integrated Capital ManagementDetroit Metropolitan Area, United States
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Jack Devine, Mba
Colleague at Integrated Capital ManagementBloomfield Hills, Michigan, United States
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Mary Keller
Colleague at Integrated Capital ManagementDetroit Metropolitan Area, United States
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CN
Cathy Navarre-Ross
Colleague at Integrated Capital ManagementBloomfield Hills, Michigan, United States
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Brian Franke, Cfp® education
Mba, Finance
Cfp® Certification Education
Ms, Mechanical Engineering
Bs, Mechanical Engineering
Education record
Frequently asked questions about Brian Franke, Cfp®
Quick answers generated from the profile data available on this page.
What company does Brian Franke, Cfp® work for?
Brian Franke, Cfp® works for Integrated Capital Management.
What is Brian Franke, Cfp®'s role at Integrated Capital Management?
Brian Franke, Cfp® is listed as Principal and Owner | Financial Advisor at Integrated Capital Management.
What is Brian Franke, Cfp®'s email address?
AeroLeads has found 3 work email signals at @icapitalmgt.com for Brian Franke, Cfp® at Integrated Capital Management.
What is Brian Franke, Cfp®'s phone number?
AeroLeads has found 4 phone signal(s) with area code 248 for Brian Franke, Cfp® at Integrated Capital Management.
Where is Brian Franke, Cfp® based?
Brian Franke, Cfp® is based in Bloomfield Hills, Michigan, United States while working with Integrated Capital Management.
What companies has Brian Franke, Cfp® worked for?
Brian Franke, Cfp® has worked for Integrated Capital Management, Independent Broker Dealer, Ubs, Ford Motor Company, and Carclub.Com.
Who are Brian Franke, Cfp®'s colleagues at Integrated Capital Management?
Brian Franke, Cfp®'s colleagues at Integrated Capital Management include Regina Angelas, Jack Devine, Mba, Mary Keller, and Cathy Navarre-Ross.
How can I contact Brian Franke, Cfp®?
You can use AeroLeads to view verified contact signals for Brian Franke, Cfp® at Integrated Capital Management, including work email, phone, and LinkedIn data when available.
What schools did Brian Franke, Cfp® attend?
Brian Franke, Cfp® holds Mba, Finance from Ucla Anderson School Of Management.
What skills is Brian Franke, Cfp® known for?
Brian Franke, Cfp® is listed with skills including Strategic Financial Planning, Finance, Wealth Management, Retirement Planning, Investments, Portfolio Management, Leadership, and Management.
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