Center for Financial Planning, Inc.

Happy 18th CenterVersary to Partner, Chief Investment Officer and CERTIFIED FINANCIAL PLANNER®, Angela Palacios, CFP®, AIF®!

Happy 10th CenterVersary to Associate Financial Planner, Jeanette LoPiccolo, CFP®, RICP®!

Our office will be closed today, September 7th, in observance of Labor Day. We will resume normal business hours on Tuesday, September 8th, and look forward to serving you then!

✨We've got some exciting news to share✨…

For the 10th year in a row🎉, The Center was listed as one of Crain's Detroit Business' Best Places to Work!🏆

We are honored to remain a place of business that upholds the highest standards of integrity, trust, and commitment to both our clients and team members.❤️

A recognition like this tells us that for a decade now, we've fostered a community where people are proud to show up every day and work hard. This is a place where our team members want to stay and serve others.🥳

We couldn't do it without an incredible community of clients like you, who've put your faith and trust in our whole team. 🙌

We look forward to continuing to serve you, our community, for many more years to come!🫶

https://www.linkedin.com/company/crainsdetroit/

🎉 Join us in celebrating our August Centerversaries!

A huge congratulations to these incredible team members on their service milestones:

🌟 Sandy Adams - 30 Years
🌟 Jaclyn Jackson - 18 Years
🌟 Dawn Lopiccolo - 4 Years
🌟 Bob Ingram - 9 Years

Thank you for your dedication, expertise, and the positive impact you make every day. Your commitment has helped shape our success, and we're grateful to have you on the team. Here's to celebrating your achievements and all that's still to come! 🎈🎊

Join us in congratulating Josh Bitel, CFP®, on being named a Forbes Top Next-Gen Wealth Advisors Best-in-State Award Winner! This achievement is a testament to his dedication, professionalism, and commitment to delivering exceptional guidance to clients. Congratulations on this well-earned recognition! 🎉

Happy 9th CenterVersary to our Director of Client Services, Andrew O'Laughlin, CFP®, MBA!

Happy 13th CenterVersary to Partner and CERTIFIED FINANCIAL PLANNER®, Kali Hassinger, CFP®, CSRIC®!

Happy 19th CenterVersary to our Client Concierge Manager, Gerri Harmer!

Happy 13th CenterVersary to Partner, Chief Planning Officer and CERTIFIED FINANCIAL PLANNER®, Nick Defenthaler, CFP®, RICP®, and to Partner and CERTIFIED FINANCIAL PLANNER®, Matt Trujillo, CFP®!