Top financial advisors in Warren, MI
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you work in or near Warren, MI, and face retirement decisions tied to pensions common in the auto industry, you need advisors who understand these unique factors. A common mistake is treating pension income like regular savings, which can misalign your retirement plan.
- Pension-specific planning. Confirm how they incorporate auto industry pensions into your overall retirement income strategy.
- Retirement income sequencing. Ask how they balance pension payouts with Social Security and other income sources to optimize your cash flow.
- Experience with local employers. Look for advisors familiar with the benefits and retirement options offered by major Warren-area companies.
- Long-term outlook. Ensure they consider how pension rules and benefits might change over time and affect your retirement security.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Anita P
CFA®
Warren, MI
Weil Enterprises, Inc.
Anita Prasky, a CFA® with 15 years of experience in Warren, MI, offers expertise in active portfolio management and tax-loss harvesting, which can help optimize retirement income sequencing alongside pension benefits. As the sole advisor at Weil Enterprises, Inc., she provides personalized, independent advice with a long-term, fundamental analysis approach and a 1.00% AUM fee, distinguishing her from advisors with larger teams or different fee structures.
Experience: 16 years
Avg account: $2,089,892
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Valentina J
Series 66
Warren, MI
Edward Jones
Valentina Johnson, based in Warren, MI, offers wealth management services with a focus on tax-loss harvesting and multi-generational wealth transfer, which can complement retirement planning involving pensions. Working at Edward Jones, a large firm managing over $1 trillion in assets, she provides access to diverse advisory programs and serves a broad client base, distinguishing her from advisors at smaller firms or with narrower specialties.
Experience: 3 years
Avg account: $246,728
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Caren B
Series 66
Warren, MI
Ameriprise
Caren Boatman specializes in retirement income strategy and Social Security optimization, making her well-suited to address pension-related retirement decisions common in Warren, MI. Working with Ameriprise, a large firm, she leverages 13 years of experience and a 0.15% AUM fee to provide tax-smart withdrawal strategies and written Recommendation Reports, distinguishing her through a structured, research-driven approach.
Experience: 14 years
Avg account: $471,167
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Robert H
Series 66
Warren, MI
J.P. Morgan Securities
Robert Hite's 18 years of experience at J.P. Morgan Securities in Warren, MI, equip him to address retirement planning complexities, including pension income from local employers. His role at a large firm offering institutional consulting and customized asset allocation advice distinguishes him from others by integrating broad investment management capabilities with personalized wealth management services.
Experience: 18 years
Avg account: $318,381
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Nicholas S
CFP®, Series 66
Warren, MI
FSA Advisors, Inc.
Nicholas Shaheen in Warren, MI, offers expertise in annuities and holds CFP® and Series 66 designations, supporting retirement income strategies that may include pension considerations. His firm, FSA Advisors, Inc., serves individuals and high-net-worth clients with discretionary portfolio management using fundamental analysis and modern portfolio theory, charging a flat fee up to $25,000 for financial planning, which may suit clients seeking transparent pricing.
Experience: 11 years
Avg account: $130,136
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