Deep Enrich
Jim Boxma MBA, CFP®
Investment Advisor
365 followers
Marco Island, Florida, United States
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About me
Partner / Private Wealth Manager at Creative Planning Inc.
Education
University of Phoenix
2003 - 2006MBA
Flagler College
1989 - 1992BA Business Administration
Boston University
2009 - 2012CFP Certified Financial Planning Program
Experience
Young Investments
Apr 2011 - Dec 2016Investment Advisor
Creative Planning Inc.
Jan 2017 - nowWealth Manager at Creative Planning
Licenses & Certifications
Certified Financial Planner (CFP)
CFP BoardJun 2016
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