Cathleen Odish

Financial Planner | Educational Public Speaker | Helping People Grow Pre-Retirement Assets and Tax-Efficient Distribution During Retirement

Role
Financial Planner at Investwise Financial, Llc
Location
Detroit, MI, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Cathleen Odish

With over 20 years of experience in the financial services industry, I have come to the…

Experience

  1. Financial Planner

    Investwise Financial, Llc

    Jan 2021 — Present · Bloomfield Hills, MI, US

    As a Financial Planner, I work closely with my team to provide every client with personalized guidance towards a secure financial future. Each client has a unique situation, so we take the time to truly understand where you are now and where you want to be and then provide the recommendations to get you there.Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Cathleen Odish — Financial Planner at Investwise Financial, Llc in Detroit, MI, US | Unifers