Jeanette LoPiccolo, CRPC®

Connect with Jeanette: Email | My Blogs

Associate Financial Planner

Associate Financial Planner

 

Jeanette LoPiccolo, CFP®, CRPC®, is an Associate Financial Planner at Center for Financial Planning, Inc.® In her role as an Associate Financial Planner and member of the Client Service Team, Jeanette provides financial planning analysis and service support for clients.

A member of The Center team since 2016, Jeanette earned the Series 7 and Series 66 securities licenses and, recently in 2018, the CERTIFIED FINANCIAL PLANNER™ certification. 

While still in college, Jeannette launched her career in retail banking, eventually earning promotion to a branch manager position. Recruited to a large financial services firm, she enjoyed helping clients and their families achieve financial goals. She has been honored several times for outstanding client service, including as Raymond James Outstanding Branch Professional, one of three chosen from Raymond James branches across the country in 2018.

Jeanette and her spouse, Tony, live in Farmington Hills with their two shelter rescue dogs. They visit often with friends and family, especially their grandson.

EDUCATION

  • Bachelor of Science, Finance, Western Michigan University

Licensing & Certifications:

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

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

  • Chartered Retirement Planning Counselor SM, CRPC®

  • Accredited Asset Management Specialist SM, AAMS ®

  • Accredited Domestic Partnership Advisor SM, ADPA ®

  • Series 7 and Series 66 Securities Licenses