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@investwisefinancial.com
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Cathleen Odish is listed as Financial Planner | Educational Public Speaker | Helping People Grow Pre-Retirement Assets and Tax-Efficient Distribution During Retirement at InvestWise Financial, LLC, a company with 14 employees, based in Detroit Metropolitan Area, United States, United States. AeroLeads shows a work email signal at investwisefinancial.com and a matched LinkedIn profile for Cathleen Odish.
Cathleen Odish previously worked as Financial Planner at Investwise Financial, Llc and Realtor at DOBI Real Estate at Dobi Real Estate.
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AeroLeads found 1 current-domain work email signal for Cathleen Odish. Compare company email patterns before reaching out.
With over 20 years of experience in the financial services industry, I have come to the refreshing conclusion that no two days are alike, and no two clients are the same. What I enjoy the most about working with clients is the opportunity to improve the quality of their lives by helping them navigate through complex and emotional decisions.While walking down this path together, my goal is to take a practical approach to simplify and explain complicated financial concepts using real life situations and example so clients can make clear and confident decisions regarding their finances.My focus areas are:-Managing assets-Assessing appropriate levels of risk-Helping to reduce taxation of retirement income sources-Structuring income sources for/during retirement-Social security maximizationOutside of my financial career, I enjoy spending time with my husband, Rafah, and our two children, Daniella and Valentina. I have a knack for Mixology and love pop culture trivia. During the beautiful summer season in Michigan, it's all about beaches, boat rides, and BBQ.
Listed skills include Customer Service, Leadership, Digital Marketing, Networking, and 16 others.
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Bloomfield Hills, Michigan, United States
As a Financial Planner, I work closely with my team to provide every client with personalized guidance towards a secure financial future. Each client has a unique situation, so we take the time to truly understand where you are now and where you want to be and then provide the recommendations to get you there.Securities and advisory services offered.
Birmingham, MI
White Glove is a marketing company that makes it easy for financial advisors and other service professionals to be successful with two powerful, yet oftentimes cumbersome, client-getting strategies: educational seminars and social media. With White Glove’s two done-for-you programs – Triple Guaranteed Seminars and Social Connect™ – professionals can grow.
Other employees you can reach at investwisefinancial.com. View company contacts for 14 employees →
Scott Rooney
Colleague at Investwise Financial, Llc
Bloomfield Hills, Michigan, United States, United States
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Alicia Mardyla
Colleague at Investwise Financial, Llc
Clarkston, Michigan, United States, United States
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Kim Hruby
Colleague at Investwise Financial, Llc
Bloomfield Hills, Michigan, United States, United States
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John Kennedy, Jr.
Colleague at Investwise Financial, Llc
Bloomfield Hills, Michigan, United States, United States
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Kelly L. Boyd
Colleague at Investwise Financial, Llc
Bloomfield Hills, Michigan, United States, United States
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Stacy Pach
Colleague at Investwise Financial, Llc
Rochester, Michigan, United States, United States
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Hunter Washington
Colleague at Investwise Financial, Llc
Rochester, Michigan, United States, United States
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Laura Hickey
Colleague at Investwise Financial, Llc
Rochester, Michigan, United States, United States
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Corinne Martin
Colleague at Investwise Financial, Llc
Bloomfield Hills, Michigan, United States, United States
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Malissa Loutzenhiser
Colleague at Investwise Financial, Llc
Detroit Metropolitan Area, United States
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Quick answers generated from the profile data available on this page.
Cathleen Odish works for InvestWise Financial, LLC.
Cathleen Odish is listed as Financial Planner | Educational Public Speaker | Helping People Grow Pre-Retirement Assets and Tax-Efficient Distribution During Retirement at InvestWise Financial, LLC.
AeroLeads has found 1 work email signal at @investwisefinancial.com for Cathleen Odish at InvestWise Financial, LLC.
Cathleen Odish is based in Detroit Metropolitan Area, United States, United States while working with InvestWise Financial, LLC.
Cathleen Odish has worked for Investwise Financial, Llc, Dobi Real Estate, and White Glove.
Cathleen Odish's colleagues at InvestWise Financial, LLC include Scott Rooney, Alicia Mardyla, Kim Hruby, John Kennedy, Jr., and Kelly L. Boyd.
You can use AeroLeads to view verified contact signals for Cathleen Odish at InvestWise Financial, LLC, including work email, phone, and LinkedIn data when available.
Cathleen Odish is listed with skills including Customer Service, Leadership, Digital Marketing, Networking, Social Media Marketing, Workshops, Prospecting, and Sales.
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