Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
My name is George Henderson, a Senior Financial Consultant with Comerica Securities, Inc. As a CERTIFIED FINANCIAL PLANNER™ and Certified Wealth Strategist I build a financial plan to provide clients with wealth management solutions and tailored portfolio advice to help them achieve their financial goals.
I do this by getting to know my clients and creating a relationship with them. In our experience there are thirteen wealth management topics that affect our clients; I want to work with you to identify which are important and impactful for your life. I partner with clients as they move through...
Julia Acer (CRD# 5739535) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Phoenix, AZ and has over 10 years of experience in the finance industry.