Nick Defenthaler Email & Phone Number
Partner | Financial Advisor,RJFS @ Center for Financial Planning, Inc.®
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Nick Defenthaler Location
- Brighton, MI, US
Nick Defenthaler Work
- Partner | Financial Advisor,RJFS @
- Board Member @ FPA of Michigan (January 2015 - December 2017)
- Client Relationship Manager @ (April 2010 - June 2013)
- Mortgage Loan Processor @ Gold Star Mortgage (October 2009 - April 2010)
- Financial Associate @ Mercer Advisors (April 2008 - August 2009)
- Financial Administrator @ Financial & Portfolio Advisors, Ltd. (September 2006 - January 2008)
Nick Defenthaler Education
- College for Financial Planning
(CERTIFIED FINANCIAL PLANNER™ Educational Requirements)
- Eastern Michigan University
BBA (Finance)
Nick Defenthaler Skills
- Leadership
- Estate Planning
- Insurance Planning
- Sales
- Social Media
- Asset Management
- Personalized Financial Planning
- Personal Tax Planning
- Credit
- Monte Carlo Simulation
- 401K Management
- Investment Advisory
- Retirement Planning
- Wealth Management
- Personal Financial Planning
- Investment Management
Nick Defenthaler Summary
- Nick Defenthaler, based in Brighton, MI, US, is currently a Partner | Financial Advisor,RJFS at Center for Financial Planning, Inc.®. Nick Defenthaler brings experience from previous roles at FPA of Michigan, Bloom Asset Management, Inc., Gold Star Mortgage and Mercer Advisors. Nick Defenthaler holds a College for Financial Planning. With a robust skill set that includes Leadership, Estate Planning, Insurance Planning, Sales, Social Media and more. Nick Defenthaler has 2 emails and 1 mobile phone numbers on RocketReach.
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