Francesco Minaudo
Partner & Private Wealth Advisor Helping Build, Protect, and Optimize Your Wealth for a Lasting Legacy
- Role
- Partner & Private Wealth Advisor at Cranbrook Financial
- Location
- Troy, MI, US
- LinkedIn followers
- 500 followers
About Francesco Minaudo
As a Partner and Private Wealth Advisor at Cranbrook Financial, I specialize in complex, needs-based financial planning and offer personalized wealth management strategies designed to help clients build, protect, and optimize their wealth for a lasting legacy. At Cranbrook, we believe that financial planning should be as strategic and forward-thinking as you are, which is why I focus on creating comprehensive plans that align with your long-term goals and provide clarity in an often-complex financial world. With a Bachelor of Science in Finance from Oakland University, along with Life & Health Insurance Licenses and FINRA Series 7, 6, and 63 Securities Licenses, I bring both expertise and a personalized approach to each client relationship. My commitment is to guide you toward financial success, not just for today, but for future generations. Raised in Michigan and now residing in the area, I enjoy spending time with my family and friends. I’m also an avid golfer, currently working to get my handicap into the single digits. The relationships I build with my clients are at the heart of my work—because financial planning is not just about the numbers; it’s about the people you love, the legacy you’re building, and the future you’re securing. Let’s work together to build a strategy that aligns with your financial goals and secures the future you deserve.Phone: 24••••••66Email: f••••••••@nm.comLearn more at cranbrookfinancial.nm.com.
Experience
Partner & Private Wealth Advisor
Apr 2016 — Present
I specialize in complex, needs-based financial planning and personalized wealth management strategies. I work closely with individuals and families to create tailored financial plans that protect, grow, and optimize their wealth for long-term success. With expertise in investment strategies, risk management, and comprehensive wealth management, I focus on building lasting relationships and helping clients achieve their financial goals. I hold Life & Health Insurance Licenses, along with FINRA Series 7, 6, and 63 Securities Licenses.
Education
Oakland University
Bachelor of Science Finance
2011 — 2015
Skills
- Customer Service
- Leadership
- Powerpoint
- Microsoft Excel
- Public Speaking
- Microsoft Office
- Sales
- Teamwork
- Marketing
- Finance
- Social Media
- Management
- Microsoft Word
- Time Management
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