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Charles Goetz CEPA, CExP

Financial Representative

1000 followers

Detroit Metropolitan Area

Connect with Charles Goetz CEPA, CExP to Send Message

Connect with Charles Goetz CEPA, CExP to Send Message

Timeline
About me
Director of Advice & Planning
Education
- Kalamazoo College
  -
  Economics and Political Science
  Activities and Societies: Triathlon and Crossfit
- Kalamazoo College
  2003 - 2007
  B.A Major in Economics and Political Science
  Activities and Societies: Mens Basketball Team 2003-2007
Experience
- Northwestern Mutual Financial Network
  Jan 2008 - Nov 2015
  Financial Representative
  Charles W. Goetz relies not only on his own knowledge and experience, but also on the expertise of a team of specialists available through the Network. Together, they can provide innovative solutions and professional direction to help clients accomplish their objectives. Please let Charles know how he might be able to help you realize your vision for the future.
- Holvick & Associates
  Nov 2015 - Jun 2022
  Director Of Business Strategy
  Holvick & Associates is a comprehensive fee based financial planning firm specializing in the creation of tax efficient plans for business owners and other professionals. We pride ourselves on utilizing our deep knowledge and understanding of the financial landscape, coupled with our innovative planning process to customize our clients’ ideal financial plan.
- MassMutual Great Lakes
  Jan 2022 - now
  Financial Advisor
Licenses & Certifications
- CExP
  Business Exit Institute
  Mar 2022
- Certified Exit Planning Advisor (CEPA)
  Exit Planning Institute
  Jan 2020