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Gurveer Mann

Executive Director Of Financial Planning at Michigan Financial Companies

Gurveer Mann has a strong background in the financial services industry. Most recently, they have served as the Executive Director of Financial Planning at Michigan Financial Companies-Mann & Associates since June 2021. In this role, they provide comprehensive financial planning services to clients, addressing their diverse needs and helping them prepare for the future. Prior to this, Gurveer worked as a Financial Advisor at Ameriprise Financial Services, LLC from March 2014 to June 2021. Gurveer also gained valuable experience as an Investment Advisor Representative at Michigan Financial Companies from July 2008 to February 2014, and as a Registered Representative at First Investors from April 2002 to July 2008. Throughout their career, Gurveer has worked closely with clients, business owners, and executive teams to help them achieve their financial goals and implement effective strategies.

Gurveer Mann obtained a Bachelor's degree in Business Administration with a focus on Finance from the University of Windsor, where they attended from 1998 to 2002. In 2009, Mann pursued further education at Oakland University, specializing in Personal Financial Planning for a year.

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