Brian Franke
Certified Financial Planner™ Guiding Attorneys, Physicians, Executives, and Business Owners to their Financial Goals.
- Role
- Principal and Owner Financial Advisor at Integrated Capital Management
- Location
- Bloomfield Hills, MI, US
- LinkedIn followers
- 500 followers
About Brian Franke
Brian holds the position as Principal at Integrated Capital Management which is a…
Experience
Principal and Owner Financial Advisor
Nov 2010 — Present · Bloomfield Hills, MI, US
Integrated Capital Management is a Comprehensive Wealth Management Firm which specializes in assisting business owners, attorneys, executives, physicians, and high net worth individuals in meeting their personal financial goals. This includes services such as Personal Financial Management, Retirement Planning, Estate Planning, Risk Management and College Planning.We understand that in order to live up to our mission of helping our clients live richer lives, we better know something about their values and what’s important to them. Our team works with each client to draft a life plan—a road map of sorts—based on a deep understanding of personal goals, aspirations and resources. We then leverage our broad range of expertise to implement financial strategies that help our clients realize the future they envision.We advise our clients on all facets of their financial lives, sensitive to how each piece affects the others. Our team of individual experts develops coordinated strategies that seek to provide optimal financial advantage. This coordinated approach eliminates the frustration and unpleasant surprises that often arise when trying to manage a loose network of unaffiliated advisors.Questions? Feel free to send me a message.
Education
Michigan State University
BS, Mechanical Engineering
1991 — 1996
University of Michigan
MS, Mechanical Engineering
1996 — 1999
UCLA Anderson School of Management
MBA, Finance
1999 — 2001
The American College of Financial Services
CFP® Certification Education
2011 — 2012
Skills
- Portfolio Management
- Financial Services
- Finance
- Financial Planners
- Financial Planning
- Insurance Planning
- Estate Planning
- Long-Term Care
- Process Improvement
- Leadership
- Retirement
- Strategic Financial Planning
- Wealth Transfer
- Investments
- Wealth Management
- Investment Advisory
- Financial Analysis
- Retirement Planning
- Retirement Income Strategies
- Wealth
- Disability Insurance
- Strategic Planning
- Small Business
- Management
- Asset Protection
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