David C. Jozefiak, Cfp®, Aep® Smartvestor Pro

David C. Jozefiak, Cfp®, Aep® Smartvestor Pro Email and Phone Number

PRESIDENT - CERTIFIED FINANCIAL PLANNER™ at Next Degree Financial, LLCDave Ramsey SmartVestor Pro @ Next Degree Financial, LLC
David C. Jozefiak, Cfp®, Aep® Smartvestor Pro's Location
Detroit Metropolitan Area, United States, United States
David C. Jozefiak, Cfp®, Aep® Smartvestor Pro's Contact Details

David C. Jozefiak, Cfp®, Aep® Smartvestor Pro work email

David C. Jozefiak, Cfp®, Aep® Smartvestor Pro personal email

David C. Jozefiak, Cfp®, Aep® Smartvestor Pro phone numbers

About David C. Jozefiak, Cfp®, Aep® Smartvestor Pro

At Next Degree Financial, it's all about you! Whether it's uncertainties in the market, risk management, proper diversification, income strategies in retirement or mitigating taxes, we are here to guide you down your financial path and help you reach your goals. We value the relationships that are created here, and we look forward to earning your trust. We have created a very simple process: First, we would like to get to know you and take a look at what you currently have in place. From there we will develop a customized strategy addressing your goals and concerns. We’ll walk you through it and assuming everything makes sense, we’ll do all the leg work to implement the strategy for you. Going forward, you'll be able to rest assured that you have a plan set in place, and the confidence that you have an experienced Certified Financial Planner to draw on should any additional concerns arise. One of the biggest opportunities that you can take advantage of is time. Simply send us an email or give us a call to schedule your appointment.Securities and investment advisory services offered through Osaic Wealth, Inc. memberFINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketingnames, products or services referenced here are independent of Osaic Wealth.Working with an advisor that subscribes to the SmartVestor Pro network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a SmartVestor Pro will produce or achieve better results than working with an advisor not affiliated with the SmartVestor program. Advisors pay a fee to belong to the SmartVestor Pro program. Dave Ramsey and the Dave Ramsey SmartVestor Pro program is not affiliated with Osaic Wealth, Inc. and is not sponsored or endorsed by Osaic Wealth, Inc. Representatives may not be registered to offer securities and advisory services in all states. Please visit our website for additional disclosures

David C. Jozefiak, Cfp®, Aep® Smartvestor Pro's Current Company Details
Next Degree Financial, LLC

Next Degree Financial, Llc

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PRESIDENT - CERTIFIED FINANCIAL PLANNER™ at Next Degree Financial, LLCDave Ramsey SmartVestor Pro
David C. Jozefiak, Cfp®, Aep® Smartvestor Pro Work Experience Details
  • Next Degree Financial, Llc
    President - Certified Financial Planner™, Accredited Estate Planner®
    Next Degree Financial, Llc Oct 2011 - Present
    Sterling Heights, Mi, Us
    • Founded with the intentions of providing unbiased, independent, comprehensive financial advice• Discuss solutions to complex issues with clients in a way that’s easy to understandDave Ramsey SmartVestor ProCERTIFIED FINANCIAL PLANNER™ACCREDITED ESTATE PLANNER®
  • Crawford Broadcasting Wmuz 103.5 The Light
    Home And Health Show On Saturday Mornings With Chris Ayotte
    Crawford Broadcasting Wmuz 103.5 The Light Dec 2019 - Nov 2020
    Detroit, Michigan, Us
    Saturday Mornings: 10:00-11:00am EST
  • Platinum Wealth Management Group, Inc.
    Cfp® - Certified Financial Planner™ - Financial Advisor
    Platinum Wealth Management Group, Inc. Jul 2009 - Oct 2011
  • First Investors
    Cfp® - Certified Financial Planner™ - Financial Advisor
    First Investors Jan 2004 - Jul 2009
    New York, Ny, Us
  • Southwestern Advantage
    Sales Internship
    Southwestern Advantage May 2003 - Aug 2003
    Nashville, Tn, Us

David C. Jozefiak, Cfp®, Aep® Smartvestor Pro Skills

Certified Financial Planner Wealth Management Financial Planning Financial Advisory Management Finance Financial Services 401k Rollovers Customer Service Asset Management 457 Plans 529 Plans Long Term Care Insurance 403b Plans Educational Savings Plans Comprehensive Financial Planning Insurance Evaluation Estate Plan Funding Review Tax Reduction Strategies Business Planning Roth Ira Traditional Ira Iras 401k Rollovers Hybrid Insurance Sales Insurance Stocks Securities Mip Pension Annuities Annuity Financial Advisor Independent Financial Advice Disability Insurance Social Security Income Planning Wealth Preservation Life Insurance Social Security Planning Buy/sell Arrangements Fixed Annuities Variable Annuities Unbiased Advice Fiduciary Management Series 7 Series 65 Series 63 Client Services

David C. Jozefiak, Cfp®, Aep® Smartvestor Pro Education Details

  • Oakland University
    Oakland University
    Personal Financial Planning
  • Central Michigan University
    Central Michigan University
    Bachelor Of Science In Business Administration
  • Oakland Community College
    Oakland Community College
    Reserve Police Academy
  • Eisenhower High School
    Eisenhower High School

Frequently Asked Questions about David C. Jozefiak, Cfp®, Aep® Smartvestor Pro

What company does David C. Jozefiak, Cfp®, Aep® Smartvestor Pro work for?

David C. Jozefiak, Cfp®, Aep® Smartvestor Pro works for Next Degree Financial, Llc

What is David C. Jozefiak, Cfp®, Aep® Smartvestor Pro's role at the current company?

David C. Jozefiak, Cfp®, Aep® Smartvestor Pro's current role is PRESIDENT - CERTIFIED FINANCIAL PLANNER™ at Next Degree Financial, LLCDave Ramsey SmartVestor Pro.

What is David C. Jozefiak, Cfp®, Aep® Smartvestor Pro's email address?

David C. Jozefiak, Cfp®, Aep® Smartvestor Pro's email address is da****@****ial.com

What is David C. Jozefiak, Cfp®, Aep® Smartvestor Pro's direct phone number?

David C. Jozefiak, Cfp®, Aep® Smartvestor Pro's direct phone number is +158652*****

What schools did David C. Jozefiak, Cfp®, Aep® Smartvestor Pro attend?

David C. Jozefiak, Cfp®, Aep® Smartvestor Pro attended Oakland University, Central Michigan University, Oakland Community College, Eisenhower High School.

What skills is David C. Jozefiak, Cfp®, Aep® Smartvestor Pro known for?

David C. Jozefiak, Cfp®, Aep® Smartvestor Pro has skills like Certified Financial Planner, Wealth Management, Financial Planning, Financial Advisory, Management, Finance, Financial Services, 401k Rollovers, Customer Service, Asset Management, 457 Plans, 529 Plans.

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