Ryan Alkhamis

Financial Planning Assistant. Ryan has obtained the CFP® designation, awarded to individuals who have met standards for experience, knowledge and ethical conduct in financial planning. Financial planning starts by identifying and prioritizing objectives, gathering information, analyzing information, proposing solutions and implementing the plan. Retirement plans include income planning, investment planning, protection planning and estate planning. Putting these pieces together is what makes your plan personal.

Education:

• Graduate of the Haworth College of Business’ Personal Financial Planning Program at Western Michigan University with honors as Magna Cum Laude

Designations:

• CERTIFIED FINANCIAL PLANNER™ from the College for Financial Planning