Shauna S.
Planning Assistant
- Role
- Planning Assistant at Ace Financial
- Location
- Troy, MI, US
- LinkedIn followers
- 500 followers
About Shauna S.
Ace Financial is a team of dedicated and qualified professionals who provide comprehensive and personalized financial planning services to our clients. As the founder and CEO, I lead the team and oversee the solutions for retirement planning, tax-efficient wealth building, education funding, estate planning, and business planning. We help our clients achieve their financial goals and security by applying our expertise and experience in tax efficiency, risk management, and investment strategies.
Experience
Planning Assistant
Feb 2021 — Present · Troy, MI, US
Troy, Michigan, United States
Education
Oakland University
Bachelor's degree
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