Brian Franke, Cfp®

Brian Franke, Cfp® Email and Phone Number

Principal and Owner | Financial Advisor @ Integrated Capital Management
Bloomfield Hills, MI, US
Brian Franke, Cfp®'s Location
Bloomfield Hills, Michigan, United States, United States
Brian Franke, Cfp®'s Contact Details

Brian Franke, Cfp® personal email

n/a
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.

Brian Franke, Cfp®'s Current Company Details
Integrated Capital Management

Integrated Capital Management

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Principal and Owner | Financial Advisor
Bloomfield Hills, MI, US
Website:
icapitalmgt.com
Employees:
6
Brian Franke, Cfp® Work Experience Details
  • Integrated Capital Management
    Principal And Owner | Financial Advisor
    Integrated Capital Management
    Bloomfield Hills, Mi, Us
    View
  • Integrated Capital Management
    Principal/Owner | Financial Advisor
    Integrated Capital Management Nov 2010 - Present
    Bloomfield Hills, Mi
    Integrated 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.
    View
  • Independent Broker Dealer
    Financial Planner
    Independent Broker Dealer Jun 2009 - Nov 2010
    Bloomfield Hills, Mi
  • Ubs
    Private Wealth Advisor
    Ubs Sep 2007 - May 2009
    Troy, Mi
    View
  • Ford Motor Company
    Engineering/Corporate Finance Manager
    Ford Motor Company Jul 1996 - Sep 2007
    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
    View
  • Carclub.Com
    Business Development
    Carclub.Com May 2000 - Aug 2000
    San Francisco, Ca
    Summer Internship with UCLA Anderson School working on mergers and acquisitions
  • General Motors
    Product Engineering
    General Motors May 1995 - Sep 1995
    Summer Internship (one of two) with General Motors
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  • Ibm
    Manufacturing Engineer
    Ibm Jan 1994 - Aug 1994
    Research Triangle Park, Nc
    Manufacturing Engineer Co-op for computers
    View

Brian Franke, Cfp® Skills

Strategic Financial Planning Finance Wealth Management Retirement Planning Investments Portfolio Management Leadership Management Estate Planning Financial Planning Strategic Planning Small Business Retirement Long Term Care Disability Insurance Financial Planners Asset Protection Wealth Financial Services Process Improvement Investment Advisory Financial Analysis Wealth Transfer Insurance Planning Retirement Income Strategies

Brian Franke, Cfp® Education Details

Frequently Asked Questions about Brian Franke, Cfp®

What company does Brian Franke, Cfp® work for?

Brian Franke, Cfp® works for Integrated Capital Management

What is Brian Franke, Cfp®'s role at the current company?

Brian Franke, Cfp®'s current role is Principal and Owner | Financial Advisor.

What is Brian Franke, Cfp®'s email address?

Brian Franke, Cfp®'s email address is br****@****mgt.com

What is Brian Franke, Cfp®'s direct phone number?

Brian Franke, Cfp®'s direct phone number is +124825*****

What schools did Brian Franke, Cfp® attend?

Brian Franke, Cfp® attended Ucla Anderson School Of Management, The American College, University Of Michigan, Michigan State University, Traverse City Central High School.

What are some of Brian Franke, Cfp®'s interests?

Brian Franke, Cfp® has interest in Hockey, Wakeboarding, Scuba Diving, Reading.

What skills is Brian Franke, Cfp® known for?

Brian Franke, Cfp® has skills like Strategic Financial Planning, Finance, Wealth Management, Retirement Planning, Investments, Portfolio Management, Leadership, Management, Estate Planning, Financial Planning, Strategic Planning, Small Business.

Who are Brian Franke, Cfp®'s colleagues?

Brian Franke, Cfp®'s colleagues are Jack Devine, Mba, Cathy Navarre-Ross, Regina Angelas, Mary Keller.

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