Jeanette LoPiccolo, CFP®, RICP®

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Jeanette LoPiccolo, CFP® RICP®, is an Associate Financial Planner and a member of the Client Service Team at Center for Financial Planning, Inc.® Jeanette helps to provide financial planning analysis and service support for clients. She is also a knowledgeable resource to the team on a few specialty areas including required minimum distributions, after death processes, and retirement income planning.

Jeanette earned the Series 7 and Series 66 securities licenses in 2007. Since joining The Center team in 2016, Jeanette earned the designations of CERTIFIED FINANCIAL PLANNER® and Retirement Income Certified Professional RICP®.

While attending college, Jeanette launched her career in retail banking, eventually being promoted to Branch Manager. From there, she was recruited to a large financial services firm where she enjoyed helping clients and their families achieve financial goals. She has been honored several times for outstanding client service.

Jeanette and her spouse, Tony, live in Farmington Hills. Tony is a talented home baker and likes to send his sweet treats to The Center team. They visit often with friends and family, especially their grandson.

EDUCATION

• Bachelor of Science, Finance, Western Michigan University

• Several Master’s Degree courses at Walsh College

• CFP® Certification Professional Education Program, College for Financial Planning

• Certification for Long Term Care™ , Course Completion

• Retirement Income Certified Professional, The American College

Licensing & Certifications:

• Retirement Income Certified Professional (RICP®)

• CERTIFIED FINANCIAL PLANNER® (CFP®)

• Series 7 and Series 66 Securities Licenses