Steve Grogan Email & Phone Number
Owner @ Atticus Wealth Management
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Steve Grogan Location
- Detroit, MI, US
Steve Grogan Work
- Owner @ (March 2011 - Present)
- Owner @ (November 2016 - Present)
- Financial Advisor @ (April 2009 - May 2015)
- Product Engineer @ Wabash Technologies (May 2004 - April 2009)
Steve Grogan Education
- Bryant University
Financial Planning Certificate Program
2018-2020 - University of Michigan-Dearborn
MBA (Business Administration)
2007-2011 - University of Michigan
BSE (Industrial & Operations Engineering, German)
2002-2006
Steve Grogan Skills
- Wealth Management
- Investment Strategies
- Financial Planning
- Insurance
- Retirement
- Retirement Planning
- Employee Benefits
- Finance
- Disability Insurance
- Securities
- Financial Services
- Long-term Care
- Estate Planning
- Business Strategy
- Succession Planning
- Portfolio Management
- Mutual Funds
- Small Business
- Business Planning
- Asset Management
- 401k
- Analysis
- Asset Allocation
- Budget Management
- Budgeting
- Business Succession Planning
- Cash Flow Management
- Customer Service
- Employee Benefit Plan Design
- Employee Benefits Design
- Estate Tax Planning
- Financial Analysis
- Fixed Annuities
- Health Insurance
- Holistic Financial Planning
- IRAs
- Investment Advisory
- Investments
- Life Insurance
- Long Term Care
- Long Term Care Insurance
- Managed Money
- Money Management
- Pensions
- Personal Financial Planning
- Personal Tax Planning
- Retention Strategies
- Staff Retention
- Strategic Planning
- Term Life Insurance
- Engineering
- Arbor
- Social Media
- Microsoft Excel
- Sales
Steve Grogan Summary
- Steve Grogan, based in Detroit, MI, US, is currently a Owner at Atticus Wealth Management. Steve Grogan brings experience from previous roles at Datum Point Tool, Inc., MassMutual and Wabash Technologies. Steve Grogan holds a 2018 - 2020 Financial Planning Certificate Program @ Bryant University. With a robust skill set that includes Wealth Management, Investment Strategies, Financial Planning, Insurance, Retirement and more. Steve Grogan has 3 emails and 1 mobile phone numbers on RocketReach.
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