Caedmon Meisenheimer, Aams®

Caedmon Meisenheimer, Aams® Email and Phone Number

Founder and Financial Advocate @ 310 Wealth Planning, LLC
Kalamazoo, MI, US
Caedmon Meisenheimer, Aams®'s Location
Greater Kalamazoo Area, United States
Caedmon Meisenheimer, Aams®'s Contact Details

Caedmon Meisenheimer, Aams® work email

Caedmon Meisenheimer, Aams® personal email

n/a
About Caedmon Meisenheimer, Aams®

Navigating the balance between running a business and being present for your family is no easy task. As a business owner, husband, and father, I understand firsthand how blurred the lines between work and personal life can become. The reality is that work doesn’t end when you leave the office.At 310 Wealth Planning, we understand that no one knows how to truly help business owners unless they've been on. This is why we specialize in helping fellow business owners achieve financial clarity so they can focus on what truly matters—spending more time with family. Every minute spent managing finances is time away from the people who need you most. That’s where we come in.If you’re looking for a dedicated advocate to give you financial clarity, let’s connect.----------A little bit about 310 Wealth Planning:We’re not your typical financial planners. At 310 Wealth Planning, we take a personalized approach to understand your specific needs, offering guidance that aligns with your family’s vision for the future. Curious to learn more? Visit us at www.310wealth.com.----------A little bit about me:The Professional:Education: Cornerstone University (B.S. Finance, B.S. Marketing)Designations: AAMS®, Series 65Industry experience: 4 yearsFavorite financial tool: Roth IRAStrengthsFinder: Restorative, Futuristic, WOO, Individualistic, CommunicationMyers Briggs: ENFPThe Personal:Family: Married to Natalie since 2021, father since 2023Life verse: "and Jesus grew in wisdom and stature, and in favor with God and with man." - Luke 2:52Hobbies: Fishing, pickleball, raising chickens, hunting, piano, guitar, and the occasional round of golfFavorite chore: Tending our wood-burning stoveLeast favorite chore: Chasing our goose into the coop at nightPets: 1 dog (Paisley), 1 cat (Chug), 1 goose (Goose), and between 0 and 50 chickens (depending on the time of year.)----------**This page and all associated items are shared for educational and informational purposes only. Always know your personal situation. Nothing posted, shared or associated with this page/profile should be taken as investment, tax or legal advice. Always evaluate your personal situation and seek counsel with qualified tax, legal or financial counsel before making your own decisions.****Advisory Services offered through LaSalle St. Investment Advisors LLC, a Registered Investment Advisor. 310 Wealth Planning, LLC is not affiliated with LSIA.**

Caedmon Meisenheimer, Aams®'s Current Company Details
310 Wealth Planning, LLC

310 Wealth Planning, Llc

View
Founder and Financial Advocate
Kalamazoo, MI, US
Website:
310wealth.com
Employees:
2
Caedmon Meisenheimer, Aams® Work Experience Details
  • 310 Wealth Planning, Llc
    Founder And Financial Advocate
    310 Wealth Planning, Llc
    Kalamazoo, Mi, Us
  • 310 Wealth Planning, Llc
    Founder & Financial Advocate
    310 Wealth Planning, Llc Aug 2022 - Present
    Greater Kalamazoo Area
    Owner and Founder of 310 Wealth Planning. Specializing in helping fellow business owners achieve financial clarity so they can focus on what truly matters - spending more time with family. Every minute spent managing finances is time away from the people who need you most. That's where we come in.We’re not your typical financial planners. At 310 Wealth Planning, we take a personalized approach to understand your specific needs, offering guidance that aligns with your family’s… Show more Owner and Founder of 310 Wealth Planning. Specializing in helping fellow business owners achieve financial clarity so they can focus on what truly matters - spending more time with family. Every minute spent managing finances is time away from the people who need you most. That's where we come in.We’re not your typical financial planners. At 310 Wealth Planning, we take a personalized approach to understand your specific needs, offering guidance that aligns with your family’s vision for the future. Show less
  • First United Credit Union
    Financial Partner/Msrii
    First United Credit Union Aug 2021 - Feb 2023
    Grandville, Michigan, United States
  • First United Credit Union
    Teller
    First United Credit Union Apr 2021 - Aug 2021
    Grandville, Michigan, United States
  • Cornerstone University
    Campus Tour Guide
    Cornerstone University Nov 2020 - Jan 2022
    Grand Rapids, Michigan, United States
  • Cornerstone University
    Zeemee Ambassador
    Cornerstone University Sep 2020 - Jan 2022
  • Streamline Financial Services
    Linkedin Manager
    Streamline Financial Services Jul 2019 - Aug 2020
  • Tru-Colour Bandages
    Founder'S Assistant
    Tru-Colour Bandages Sep 2014 - Aug 2020
  • Koa Campgrounds
    Guest Services Specialist
    Koa Campgrounds Mar 2018 - Oct 2018

Caedmon Meisenheimer, Aams® Education Details

Frequently Asked Questions about Caedmon Meisenheimer, Aams®

What company does Caedmon Meisenheimer, Aams® work for?

Caedmon Meisenheimer, Aams® works for 310 Wealth Planning, Llc

What is Caedmon Meisenheimer, Aams®'s role at the current company?

Caedmon Meisenheimer, Aams®'s current role is Founder and Financial Advocate.

What is Caedmon Meisenheimer, Aams®'s email address?

Caedmon Meisenheimer, Aams®'s email address is cm****@****dcu.org

What schools did Caedmon Meisenheimer, Aams® attend?

Caedmon Meisenheimer, Aams® attended Cornerstone University, Cornerstone University.

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