Certified Planner®

Certified Planner® Work

OWNER and FOUNDER

@ Beyond Financial Planning

General Agent

@ Constellation Insurance, Inc.

Financial Advisor

@ Cambridge Investment Research, Inc.

Certified Planner® Education

2005 - 2007 Bachelor of Business Administration (B.B.A.) in Personal Financial Planning

Western Michigan University - Haworth College of Business
Associates of Arts in Business/Commerce, General

KVCC

Certified Planner® Skills

EntrepreneurshipTerm Life InsuranceRetirement PlanningCustomer ServiceLong-term CareSales ManagementSalesTeam BuildingStrategic PlanningEstate PlanningDisability InsuranceStrategic Financial PlanningEvent PlanningTime ManagementTrainingLeadershipSmall BusinessInsuranceNegotiationPublic SpeakingWealth ManagementEvent ManagementContract NegotiationLeadership DevelopmentMutual FundsFinance

Certified Planner® Contact Information

Work email●●●●●●●●@company.com

Personal email●●●●●●●●@gmail.com

Phone+● ●●● ●●● ●●●●

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Frequently Asked Questions about Certified Planner®

How can I contact Certified Planner®?

You can reach Certified Planner® via verified work email, personal email, or phone number — all available after sign-in. We provide professional and personal contact channels along with social profiles.

Where does Certified Planner® work?

Certified Planner® currently works at Beyond Financial Planning as Certified Planner® - OWNER and FOUNDER at Beyond Financial Planning.

Is the data on this page verified?

Yes — all profiles on WhiteBridge are sourced from publicly available data and continuously refreshed. Contact information is verified at the time of unlock.

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