John Losen

Financial Advisor @Oliver Financial Planning, Llc

Detroit, MI, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2016 — Present

Financial Advisor @Oliver Financial Planning, Llc

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Ann Arbor, MI, US

EDUCATION

2011 — 2012

Eastern Michigan University

CERTIFIED FINANCIAL PLANNER™ Education Requirement, CFP® Board-Registered Program

2006 — 2010

Wayne State University

Bachelor of Science (B.S.), Finance

SKILLS

Risk ManagementPortfolio ManagementFinancial PlanningWealth ManagementRetirement PlanningCertified Financial PlannerInvestmentsFinanceInsurance

ABOUT JOHN LOSEN

I\'m John Losen, CFP® and I am the founder of Bespoke Financial Planning, where I provide tailored planning that is uniquely aligned with your life goals. I help busy professionals, working families, and FIRE enthusiasts on their path to financial freedom. I place a strong emphasis on lifestyle design and financial independence as a way to live a meaningful life.

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John Losen — Financial Advisor at Oliver Financial Planning, Llc in Detroit, MI, US | Unifers