Jon Solitro
CERTIFIED FINANCIAL PLANNER™, Certified Financial Education Instructor
- Role
- Financial Planner, CEO at Financialmd
- Location
- Lansing, US
- LinkedIn followers
- 500 followers
About Jon Solitro
I\'m passionate about building something that leaves a legacy for my family, my God, my…
Experience
Financial Planner, CEO
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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