Laurie Renchik, CFP®, MBA, is a Partner and CERTIFIED FINANCIAL PLANNER™ professional at Center for Financial Planning, Inc.® She also serves as Marketing Director and is a member of the Operations committee.
She joined The Center team in 2006 and has been involved in the financial planning profession for more than 20 years. A frequent contributor to The Center’s “Money Centered” blog, Laurie specializes in proactive retirement planning and guiding risk assessment in portfolios. She has a special interest in working with women who seek additional perspective and clarity to make sound financial decisions and staying current with trends women face in and out of the workplace.
Laurie and her husband, Robert, live in Clarkston and have three children who bring endless moments of fun and laughter. Their three grandchildren (soon to be four) are all perfect, of course. Youngest son Luke is a college student at Butler University in Indianapolis. Laurie is enjoying her transition to “empty-nester” status by renewing friendships, traveling more and cooking less!
Master in Business Administration, Specialization in Finance, Walsh College
Bachelor of Science, Training & Development, Oakland University
Certificate of Financial Planning, College for Financial Planning
LICENSES & CERTIFICATIONS:
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Series 7, Series 24, Series 51, and Series 63 Securities Licenses
State of Michigan Life and Health Insurance Licenses
LEADERSHIP & COMMUNITY INVOLVEMENT:
Leadership Oakland Class of XXII
LO Advanced Leadership Institute (2015)
Humble Design, Volunteer
Financial Planning Association of Michigan, Past Board Member
AREAS OF FOCUS & INTEREST:
Financial Advice for Women
Retirement Planning, especially for those nearing retirement within five years