David Marshall, CFP®, CPA
Senior Manager - Financial Planning and Private Client Services
- CERTIFIED FINANCIAL PLANNER TM (CFP®)
- Certified Public Accountant (CPA)
- Bachelor of Science - Michigan State University
- 15+ Years in the Financial Services and Accounting Industry
Minimum investment requirement: $1,000,000 in Michigan, $2,000,000 outside of Michigan.
Investment Advice offered through Zhang Financial, a Fee-Only Wealth Management Group.