Jon Solitro

CERTIFIED FINANCIAL PLANNER™, Certified Financial Education Instructor

Role
Financial Planner, CEO at Financialmd
Location
Lansing, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Jon Solitro

I\'m passionate about building something that leaves a legacy for my family, my God, my…

Experience

  1. Financial Planner, CEO

    Financialmd

    Jan 2014 — Present · Lansing, MI, US

    Over the last decade, I’ve personally met with hundreds of physicians, both in practice, and still in training. FinancialMD is the culmination of recognizing the unique financial situation you’re in, and building a platofmr that solves it.”

Education

  • Spring Arbor University

    Master of Arts (MA), Counseling

    2007 — 2011

  • Michigan State University

    Bachelor of Science (BS), Psychology

    2001 — 2005

Skills

  • Disability Insurance
  • Rollovers
  • Buy-Sell Agreements
  • Informal Business Valuation
  • Deferred Compensation
  • Term Life Insurance
  • 401k Rollovers
  • Buy-Sell Review
  • Mutual Funds
  • Series 66
  • Series 7
  • Business Continuity Planning
  • Iras
  • Executive Benefits Strategies

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Jon Solitro — Financial Planner, CEO at Financialmd in Lansing, US | Unifers