John Losen
Financial Advisor @Oliver Financial Planning, Llc
Detroit, MI, US
EMAILS
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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