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Diana Fluegge CPWA®, CTFA

Diana fluegge cpwa®, ctfa

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location of Diana Fluegge CPWA®, CTFADetroit Metropolitan Area
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  • Timeline

  • About me

    Trust Officer at Plante Moran Trust

  • Education

    • Michigan state university - eli broad college of business

      2005 - 2009
      Bachelor of arts - ba accounting

      Activities and Societies: International Business Specialization

    • John cabot university

      2008 - 2008
      International economics

      Activities and Societies: Italian Language Course Study Abroad in Rome, Italy

    • Walsh college

      2011 - 2012
      Master of business administration - mba

    • Walsh college

      2011 - 2012
      Master of science - ms finance, general

  • Experience

    • Comerica bank

      Sept 2012 - Apr 2014
      Trust analyst

    • Plante moran

      Apr 2014 - now

      • Trust Officer

        Jul 2020 - now

      • Senior Trust Advisor

        Apr 2014 - Jun 2020

  • Licenses & Certifications

    • Certified private wealth advisor (cpwa®)

      Investments & wealth institute
      Jan 2023

    • Certified trust and fiduciary advisor (ctfa)

      American bankers association
      Oct 2017