News & Media

Curtain Call

 

The Center's Team enjoys sharing their knowledge with the press to help stories come to life, share facts and bring important topics to the forefront.  We are also honored when we are recognized by media and publications for our work and service to our profession. Here's what's new:

Wall Street Journal

Timothy Wyman, CFP®, JD was quoted in the Wall Street Journal on July 22, 2013, in an article titled, “Detroit’s Bankruptcy as a Teachable Moment” by Veronica Dagher.

Center Included in 2013 Financial Advisor Magazine's Top RIA Ranking

Center for Financial Planning, Inc. has been recognized among the nation's top-ranked investment advisory firms for the past four consecutive years.

Financial Advisor Magazine ranks the top registered investment advisory firms (RIAs) across the country based on a survey of firms' assets under management and percentage of growth.

Curtain Call

 

The Center's Team enjoys sharing their knowledge with the press to help stories come to life, share facts and bring important topics to the forefront.  We are also honored when we are recognized by media and publications for our work and service to our profession. Here's what's new:

Detroit Free Press

Timothy Wyman, CFP®, JD was quoted in the Sunday Free Press on June 27, 2013, in an article titled, “Pension safety net won’t help City of Detroit retirees” by Susan Tompor.

Online Trading Academy

Laurie was quoted on Online Trading Academy on July 8, 2013, in an article titled, “Finance Advice for Grads” by Paige Reinsel.

Curtain Call

 The Center's Team enjoys sharing their knowledge with the press to help stories come to life, share facts and bring important topics to the forefront.  We are also honored when we are recognized by media and publications for our work and service to our profession. Here's what's new:

Detroit Free Press

Timothy Wyman, CFP®, JD was quoted in the Sunday Free Press on June 9, 2013, in an article titled, “Detroit retirees fear city will break pension promises,” by Susan Tompor.

Investment News

Melissa Joy, CFP® was quoted in Investment News on May 29, 2013 in an article titled; "Advisorsshrug off proxy season in favor of cost, performance data'" by Jason Kephart.

Hour Detroit Magazine

Center team members Dan Boyce, CFP®, Matt Chope CFP®, Sandra Adams CFP®, Laurie Renchik CFP®, and Julie Hall CFP® received recognition by Five Star Professional in the June 2013 issue of Hour Detroit Magazine. They were named to the 2013 Five Star Wealth Managers list, a select group of wealth managers in the Detroit area.

Five Star Award is based on advisor being credentialed as an investment advisory representative (IAR), a FINRA registered representative, a CPA or a licensed attorney, including education and professional designations, actively employed in the industry for five years, favorable regulatory and complaint history review, fulfillment of firm review based on internal firm standards, accepting new clients, one- and five-year client retention rates, non-institutional discretionary and/or non-discretionary client assets administered, number of client households served.

Marilyn Gunther, CFP® Receives Recognition

 In the immediate future, women’s wealth will be on the rise.  As reported by wealthmanagement.com, the global wealth owned by women is projected to grow 8 percent per year through 2014, “And just about every wealth management firm wants a piece of that pie.” The same article names the Center and one of our own founding partners Marilyn Gunther, CFP® to the Top 50 Women-Owned RIA’s (Registered Investment Advisor) in 2013. Marilyn is lauded as a trail-blazer in an industry that has long been dominated by men.  In fact, she vividly remembers the first Raymond James meeting she attended because there were five women in a room filled with men.

The welcome recognition underscores what we at the Center have always known:  Helping women manage their personal wealth is not only fundamental to our business, but it comes naturally. That’s because we have key female players at our helm.  In fact, of our 19 team members, 14 of them are women!  We can truly say we understand what women want. And according to wealthmangement.com, statistics say 61 percent of female business owners prefer to work with women advisors. Does that give us a leg up? We think our long list of female investors is all the proof we need.

The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Any opinions are those of Center for Financial Planning, Inc. and not necessarily those of RJFS or Raymond James. Candidates had to meet the following requirements: they directly own at least 25 percent of their firm, and that their firm has no more than 50 percent institutional clients and have some individuals for whom they do financial planning. Also, none operate a broker/dealer or are affiliated with a bank or investment company. REP.’s Top 50 Women RIAs list was assembled using data from SEC filings and Meridian-IQ (in which Penton Media has a stake). Advisors are ranked by their firm’s total assets under management.

The Center Curtain Call

 The Center's Team enjoys sharing their knowledge with the press to help stories come to life, share facts and bring important topics to the forefront.  We are also honored when we are recognized by media and publications for our work and service to our profession. Here's what's new:

Top 50 Women Owned RIA's in 2013

Marilyn Gunther, CFP® and The Center were named to REP’s Top 50 Women RIAs list for 2013.

Candidates had to meet the following requirements: they directly own at least 25 percent of their firm, and that their firm has no more than 50 percent institutional clients and have some individuals for whom they do financial planning. Also, none operate a broker/dealer or are affiliated with a bank or investment company.

REP.’s Top 50 Women RIAs list was assembled using data from SEC filings and Meridian-IQ (in which Penton Media has a stake). Advisors are ranked by their firm’s total assets under management.

Financial Planning Magazine

Marilyn Gunther, CFP® and Laurie Renchik, CFP®, MBA were quoted in Financial Planning Magazine on April 2, 2013 in an article titled, "Safer Strategies for Leveraged Investing" by Donald J. Korn.

Morningstar Advisor

Melissa Joy, CFP® was quoted in the April 2013 Morningstar Advisor in an article titled, "Risk Preparedness."

Raymond James® AUDIOFILE

Daniel Boyce, CFP® was interviewed for the April 2013 edition of Raymond James® AUDIOFILE titled Multigenerational Planning to Enable Enduring Family Legacies.

Curtain Call

 The Center's Team enjoys sharing their knowledge with the press to help stories come to life, share facts and bring important topics to the forefront.  We are also honored when we are recognized by media and publications for our work and service to our profession. Here's what's new:

Observer & Eccentric

Troy Wyman, CFP® was recognized as 2013 Secretary for Birmingham Bloomfield Chamber Executive Board in Hometown Life on January 20, 2013 in an article titled, "Chamber names new officers." 

Investment News

Melissa Joy, CFP® was quoted in Investment News January 13, 2013 in article titled, "Gaffney blazes her own trail" by Jason Kephart.

Investors should consider the investment objectives, risks, charges and expenses of an investment company carefully before investing. The prospectus contains this and other information and should be read carefully before investing. The prospectus is available from your investment professional.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. The information contained in this report does not purport to be a complete description of the securities, markets, or developments referred to in this material. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Any opinions presented are not necessarily those of RJFS or Raymond James. Expressions of opinion are as of this date and are subject to change without notice. There is an inverse relationship between interest rate movements and bond prices. Generally, when interest rates rise, bond prices fall and when interest rates fall, bond prices generally rise.

Center Curtain Call

 

The Center's Team enjoys sharing their knowledge with the press to help stories come to life, share facts and bring important topics to the forefront.  We are also honored when we are recognized by media and publications for our work and service to our profession. Here's what's new:

In the News

Melissa Joy, CFP® was quoted in the Chicago Tribune on February 18, 2013 in an article titled “Focus on performance, rating rather than IRA fees” by Janet Kidd Stewart.  

2013 Five Star Wealth Manager

Center team members Matt Chope CFP®, Sandra Adams CFP®, Troy Wyman CFP®, Laurie Renchik CFP®, and Julie Hall CFP® received recognition by Five Star Professional being named a 2013 Five Star Wealth Manager.  

Five Star Award is based on advisor being credentialed as an investment advisory representative (IRA), a FINRA registered representative, a CPA or a licensed attorney, including education and professional designations, actively employed in the industry for five years, favorable regulatory and complaint history review, fulfillment of firm review based on internal firm standards, accepting new clients, one- and five-year client retention rates, non-institutional discretionary and/or non-discretionary client assets administered, number of client households served.

The Center Curtain Call

 The Center's Team enjoys sharing their knowledge with the press to help stories come to life, share facts and bring important topics to the forefront.  We are also honored when we are recognized by media and publications for our work and service to our profession. Here's what's new:

Medical Economics

Timothy Wyman, CFP®, JD was listed in Medical Economics November 10, 2012: Best Financial Advisors for Doctors

Candidates were selected to the list based upon client and peer references, strong recommendations from physicians, and an extensive background check.  Applicants were also required to complete an extensive questionnaire listing credentials, educational background, noteworthy professional achievements, specific areas of expertise and percentage of physician clients.

Healthiest Employers

Center Recognized as one of Michigan’s Healthiest Employers

Center for Financial Planning, Inc. was recognized as a finalist in the inaugural Michigan’s Healthiest Employers event sponsored by Detroit Business, MiBiZ and Priority Health in Fall 2012. The Center achieved this award in the Metro Detroit Region competing with companies whose workforce size is between 5 and 99 employees.

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We don't do it for the recognition....but it's nice!

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 Our unique professional staff continues to be sought after speakers, contributors to the media, and community leaders. More news may be found in the In The News and Awards and Recognition sections of our website.

  • The Center was recognized among Michigan’s top 25 largest money managers in Crain's Detroit Business.
  • Melissa Joy has twice received national recognition as one of eight people picked by Financial Advisor and Private Wealth magazines for their Research Manager All-Star Team.** She was most recently featured in an article titled "The All Star Game" in the October 2012 issue of Financial Advisor Magazine.
  • The Center was recognized for the 5th consecutive year by the American Heart Association as a Fit-Friendly Worksite. 
  • The Center was recognized by Research Magazine as  “A Cool Place to Work”
  • In October, The Center was recognized as a finalist by Crain’s Detroit Business as one of Michigan’s Healthiest Employers.  
  • Center team members Sandra Adams CFP®, Matthew Chope CFP® and Timothy Wyman CFP®, JD received recognition by Five Star Professional in the June 2012 issue of Hour Detroit magazine. They were named to the 2012 Five Star Wealth Managers list, a select group of wealth managers in the Detroit area.
  • Team members contribute regularly to both the local and national media including; Forbes, The Detroit News, WDIV, Investment New, and The Wall Street Journal.

* Recognition based on assets under management

** Award was based on job function of the person evaluated, fund selections and evaluation process used, study of rejected fund examples, and evaluation of challenges faced in the job and actions taken to overcome those challenges. Evaluations were independently conducted by Financial Advisor Magazine.

*** Based on advisor being credentialed as an investment advisory representative (IAR), a FINRA registered representative, a CPA or a licensed attorney, including education and professional designations, actively employed in the industry for five years, favorable regulatory and complaint history review, fulfuillment of firm review based on internal firm standards, accepting new clietns, one and five year client retention rates, non-institutional discretionary and/or non-discretionary client assets administered, number of client households served.

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