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Steve Grogan, Cfp® Email & Phone Number

Financial Planning Without the Bull$h*t™ ▪️ I help busy executives make smart money choices ▪️ PlanWithSteve.com at Atticus Wealth Management
Location: Detroit Metropolitan Area, United States 4 work roles 3 schools
1 work email found @finsvcs.com 5 phones found area 586 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 5 phones

Work email s****@finsvcs.com
Direct phone (586) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Atticus Wealth Management
Role
Financial Planning Without the Bull$h*t™ ▪️ I help busy executives make smart money choices ▪️ PlanWithSteve.com
Location
Detroit Metropolitan Area, United States

Who is Steve Grogan, Cfp®? Overview

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Quick answer

Steve Grogan, Cfp® is listed as Financial Planning Without the Bull$h*t™ ▪️ I help busy executives make smart money choices ▪️ PlanWithSteve.com at Atticus Wealth Management, based in Detroit Metropolitan Area, United States. AeroLeads shows a work email signal at finsvcs.com, phone signal with area code 586, and a matched LinkedIn profile for Steve Grogan, Cfp®.

Steve Grogan, Cfp® previously worked as Owner at Atticus Wealth Management and Owner at Datum Point Tool, Inc.. Steve Grogan, Cfp® holds Bse, Industrial & Operations Engineering, German from University Of Michigan.

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Email format at Atticus Wealth Management

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*@finsvcs.com
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AeroLeads found 1 current-domain work email signal for Steve Grogan, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Steve Grogan, Cfp®

I help clients get their financial lives organized and develop a plan, so they can make smart choices about their money. I specialize in comprehensive financial planning for entrepreneurs, engineers, and executives.Clients that choose to work with me are typically concerned with balancing their current lifestyle while achieving their long-term goals. They worry about not doing everything they can to minimize taxes and optimize their investment strategies. They’re frustrated with all the noise and mixed information they receive from investment managers, insurance agents, accountants, consultants, television and more.My comprehensive planning process brings together years of experience with the latest technology to help you visualize and understand the impact of the financial decisions you are making, giving you clarity and confidence.Want to discuss how I can help you get organized and develop a plan, so you can make smart choices about your money? Schedule a no-obligation consultation call with me here: https://calendly.com/stevegrogan/consultationInvestment Planning, Estate Planning, Charitable Giving, Retirement, Risk Management, Insurance, Budget, Tax Planning, Stock Options, Executive Benefits, Pension Strategies, Debt Management, College Savings, Roth ConversionsLEGAL STUFF:Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency or Atticus Wealth Management. Atticus Wealth Management, 51863 Schoenherr Road, Suite 102 | Shelby Township, MI 48315. This communication is strictly intended for individuals residing in the states of MI, CT, FL, IN, MA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.htm

Listed skills include Wealth Management, Investment Strategies, Financial Planning, Insurance, and 46 others.

Current workplace

Steve Grogan, Cfp®'s current company

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Atticus Wealth Management
Atticus Wealth Management
Financial Planning Without the Bull$h*t™ ▪️ I help busy executives make smart money choices ▪️ PlanWithSteve.com
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4 roles

Steve Grogan, Cfp® work experience

A career timeline built from the work history available for this profile.

Owner

Current
Atticus Wealth Management

At Atticus Wealth Management, we strive to bring our clients clarity and confidence through independent, comprehensive financial planning. We work with you to review all aspects of your personal finances:☑ Cash flow and budgeting – debt management, emergency funding, planned expenses☑ Tax planning – tax loss harvesting, maximizing deductions, Roth IRA conversions☑ Investment planning – asset allocation, portfolio risk, time horizon, college savings☑ Retirement planning – social security optimization, pensions, annuities, RMD strategies☑ Risk management – life insurance, disability insurance, long-term care insurance☑ Estate planning – wills, power of attorney, trusts, estate tax planning, charitable givingWe work with business owners to help with:☑ Succession planning☑ Executive compensation, bonus, and retention strategies☑ Retirement plans – 401(k), SEP, SIMPLE, etc.☑ Group benefits – health, dental, vision, life, disability, long-term care insurance plansSchedule a no-obligation consultation call with me here: https://calendly.com/stevegrogan/consultationSend me an email: steve@planwithatticus or call 586-588-9449

Mar 2011 - Present

Owner

Current
Datum Point Tool, Inc.

We manufacture and distribute RADSTAR carbide inserts and holders designed for high-speed corner rounding, chamfering, counter sinking, and spot drilling.

Nov 2016 - Present

Financial Advisor

Massmutual

Springfield, Massachusetts, Us

Apr 2009 - May 2015

Product Engineer

Wabash Technologies
May 2004 - Apr 2009
3 education records

Steve Grogan, Cfp® education

Bse, Industrial & Operations Engineering, German

University Of Michigan

Mba, Business Administration

University Of Michigan-Dearborn

Financial Planning Certificate Program

Bryant University
FAQ

Frequently asked questions about Steve Grogan, Cfp®

Quick answers generated from the profile data available on this page.

What company does Steve Grogan, Cfp® work for?

Steve Grogan, Cfp® works for Atticus Wealth Management.

What is Steve Grogan, Cfp®'s role at Atticus Wealth Management?

Steve Grogan, Cfp® is listed as Financial Planning Without the Bull$h*t™ ▪️ I help busy executives make smart money choices ▪️ PlanWithSteve.com at Atticus Wealth Management.

What is Steve Grogan, Cfp®'s email address?

AeroLeads has found 1 work email signal at @finsvcs.com for Steve Grogan, Cfp® at Atticus Wealth Management.

What is Steve Grogan, Cfp®'s phone number?

AeroLeads has found 5 phone signal(s) with area code 586 for Steve Grogan, Cfp® at Atticus Wealth Management.

Where is Steve Grogan, Cfp® based?

Steve Grogan, Cfp® is based in Detroit Metropolitan Area, United States while working with Atticus Wealth Management.

What companies has Steve Grogan, Cfp® worked for?

Steve Grogan, Cfp® has worked for Atticus Wealth Management, Datum Point Tool, Inc., Massmutual, and Wabash Technologies.

How can I contact Steve Grogan, Cfp®?

You can use AeroLeads to view verified contact signals for Steve Grogan, Cfp® at Atticus Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Steve Grogan, Cfp® attend?

Steve Grogan, Cfp® holds Bse, Industrial & Operations Engineering, German from University Of Michigan.

What skills is Steve Grogan, Cfp® known for?

Steve Grogan, Cfp® is listed with skills including Wealth Management, Investment Strategies, Financial Planning, Insurance, Retirement, Retirement Planning, Employee Benefits, and Finance.

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