Flint, MI Office

Team
Updated today

Client AUM

$2,891,538,663

Clients

10,477

Advisors

2

Of 162 advisors across 81 offices

Location

5405 Gateway Centre Drive, Suite A

Flint MI 48507

Advisors at this office

2

Advisors at this office

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Alejandro L

CFP®, Series 63, Series 66

Flint, MI

Creative Financial Designs, Inc.

Alejandro Lebron is a CFP®-certified financial advisor with 25 years of industry experience. He is currently with Creative Financial Designs, Inc. and has prior experience at Executive Wealth Management and INVEST Financial Corp. He is also the owner of Bridge Wealth Management, LLC. Creative Financial Designs serves individual and institutional clients with a range of investment management and financial planning services, utilizing both model portfolios and adviser-directed strategies. The firm employs an asset-class allocation approach informed by third-party research and offers a variety of investment strategies, including Biblical Responsible Investing.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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Rosemary R

Series 66

Flint, MI

Creative Financial Designs, Inc.

Rosemary Robinson is a financial advisor at Creative Financial Designs, Inc. in Flint, MI, with 16 years of industry experience. She holds a Series 66 designation and has worked at Bridge Wealth Management and Gleaner Financial Corp, in addition to her longstanding roles at Creative Financial Designs and CFD Investments. Creative Financial Designs serves individual, high-net-worth, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and comprehensive financial planning. The firm employs asset-class model allocations informed by third-party research and offers a range of strategies from passive to tactically managed portfolios, including Biblical Responsible Investing options.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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