Jeff Cfpaif Email & Phone Number
Executive Director of Financial Planning @ Michigan Financial Companies
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Jeff Cfpaif Location
- Sterling Heights, MI, US
Jeff Cfpaif Work
- Executive Director of Financial Planning @ (February 2009 - Present)
- Adjunct Instructor @ (October 2008 - March 2014)
- Account Executive @ (February 2008 - February 2009)
- Account Executive @ (March 2003 - February 2008)
Jeff Cfpaif Education
- Western Michigan University
Bachelor Of Science
1995-1999
Jeff Cfpaif Skills
- Retirement Planning
- Wealth Management
- Executive Benefits
- Trust & Estate Planning Strategies
- Investments
- Life Insurance
- Long Term Care
- Qualified Retirement Plans
- College Funding Strategies
- Business Succession Planning
- Executive Compensation Strategies
Jeff Cfpaif Summary
- Jeff Cfpaif, based in Sterling Heights, MI, US, is currently a Executive Director of Financial Planning at Michigan Financial Companies. Jeff Cfpaif brings experience from previous roles at Dale Carnegie Training, Jpmorgan Chase & Co. and National City Bank. Jeff Cfpaif holds a 1995 - 1999 Bachelor Of Science @ Western Michigan University. With a robust skill set that includes Retirement Planning, Wealth Management, Executive Benefits, Trust & Estate Planning Strategies, Investments and more. Jeff Cfpaif has 2 emails and 1 mobile phone numbers on RocketReach.
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