About My Practice
Advanced Asset Management, LLC is an independent, fee-only financial planning and investment firm based in Grand Rapids, MI.
My mission is to help clients plan for their goals, manage their resources and maximize their financial potential.
Experience
1992 - 1997 - Financial planner and paraplanner, American Express Financial Advisors
1997 - 2003 - Financial planner and paraplanner, Advanced Asset Management, LLC
2003-present - Managing Member, Financial Advisor, Chief Compliance Officer, Advanced Asset Management, LLC
2000 - present - Certified Financial Planner (TM) Practitioner
2000 - present - Member, Financial Planning Association
2009 - present - Member, NAPFA(R) National Assoc of Personal Financial Advisors
Registrations, Licenses, Certifications & Affiliations
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Broker-Dealer Affiliation
None/NA
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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