e Tobin Meisenheimer

Partnering with Financial Advisors to “Write Their Own Exit” After Successfully Selling My Practice for a 7-Figure Multiple | Board Member & Co-Founder of TruColour® Bandages

Role
Financial Advisor at 310 Wealth Planning, Llc
Location
Kalamazoo, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About e Tobin Meisenheimer

You took the risk. And built a thriving financial services firm…and have guided…

Experience

  1. Financial Advisor

    310 Wealth Planning, Llc

    Sep 2022 — Present · Kalamazoo, MI, US

Education

  • College for Financial Planning

    CFP

  • Wheaton College

    BA, Communications, Education, Math

  • College for Financial Planning

    Certified Financial Planner, Financial Planning and Services

    2002 — 2007

Skills

  • Investments
  • Retirement Planning
  • Finance
  • Coaching
  • Public Speaking
  • Mentoring
  • Entrepreneurial Skills
  • Retirement Income Strategies
  • Income Protection
  • Listening Skills
  • Retirement
  • Wealth
  • Portfolio Management
  • Entrepreneurship
  • Trusts
  • Strategic Financial Planning
  • Pensions
  • Securities
  • Investment Advisory
  • Mutual Funds
  • Estate Planning
  • Financial Advisory
  • Insurance
  • Financial Services
  • Wealth Management
  • Strategy
  • Small Business

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e Tobin Meisenheimer — Financial Advisor at 310 Wealth Planning, Llc in Kalamazoo, US | Unifers