Nick Defenthaler

Partner, Center for Financial Planning, Inc. Financial Advisor, RJFS

Role
Partner Financial Advisor,rjfs at Center For Financial Planning, Inc
Location
Brighton, MI, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Nick Defenthaler

Nick Defenthaler is a CERTIFIED FINANCIAL PLANNER® and Partner at Center for Financial…

Experience

  1. Partner Financial Advisor,rjfs

    Center For Financial Planning, Inc

    Present

    Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board\'s initial and ongoing certification requirements.

Education

  • Eastern Michigan University

    BBA

  • College for Financial Planning

    CERTIFIED FINANCIAL PLANNER™ Educational Requirements

Skills

  • Monte Carlo Simulation
  • Estate Planning
  • Retirement Planning
  • Insurance Planning
  • Personal Financial Planning
  • Investment Management
  • Investment Advisory
  • Asset Management
  • Wealth Management
  • Personalized Financial Planning
  • Personal Tax Planning
  • 401k Management

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Nick Defenthaler — Partner Financial Advisor,rjfs at Center For Financial Planning, Inc in Brighton, MI, US | Unifers