GreenUp Wealth
Daniel Greulich, CFA, CFP®, currently serves as the Chief Investment Officer at GreenUp Wealth, a position held since January 2021. Prior experience includes managing the Ann Arbor office as Managing Director at Spotlight Asset Group, Inc. from April 2018 to January 2021, where specialized in personalized financial planning and fixed income product strategies. Daniel's extensive background in the financial services industry began at Fidelity Investments, where various roles spanned over a decade, including Financial Consultant and Fixed Income Specialist, focusing on client relationship management and investment strategies. Daniel holds a Bachelor of Science degree in Biology from Centre College, earned between 2002 and 2006.
GreenUp Wealth
The GreenUp personalized approach offers you customized investment management, financial planning tailored to your unique goals, income strategies to meet your long-term objectives, tax planning, legacy and estate planning, risk management reviews and digital tools to track your progress.