Wealth Management Advisor - Detroit
With more than 15 years’ experience in the financial services industry, I am a Wealth Management Advisor at TIAA and am also a Chartered Retirement Planning Counselor (CRP). Since both of my parents were educators, teaching clients about financial planning is in my DNA. As an advisor, I help my clients work toward their financial and life goals. I joined TIAA in 2012 because of their long history of serving those who serve others. More so than ever in a volatile and uncertain world, I believe clients need the help of steady financial advice. My areas of focus include retirement planning, asset management, incapacity planning, income replacement strategies, and socially responsible investing. I earned my bachelor’s degree in finance from Walsh College and I am currently a CERTIFIED FINANCIAL PLANNER™ (CFP) professional candidate. I am a past member of the Rotary Club of Clarkston, a volunteer at the Northville Educational Foundation, and a Parishioner at St. James Catholic Church in Novi, MI. I have a unique background, having spent my first 17 years growing up in Albania. Although I’ve lived in the United States for almost 20 years, I still speak Albanian and Italian.