David Marshall, CFP®, CPA
Vice President - Financial Planning and Private Client Services
- Certified Financial Planner (CFP®)
- Certified Public Accountant (CPA)
- Bachelor of Arts - Michigan State University
- 20+ Years in the Financial Services and Accounting Industry
5931 Oakland Drive Portage, MI 49024
List of office locations
Email: email@example.com | Toll-Free: 888-777-0126
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.