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Planning Alternatives

24 people · 0 jobs
‌

Planning Alternatives provides financial planning, wealth management, investment advisory and portfolio management services to its clients.

Industries

Consumer Services, Finance

Headquarters

Bloomfield Hills, United States

Employees

11-50

Links

Org chart

Nathan Mersereau
President
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Michael Schmidtke
Chief Operating & Compliance Officer
Shams Alsafar
Director, Project Management
Edwin Shaw
Senior Wealth Advisor
JC
Jim Long Cfa, Cfp®, Cmfc®
Director Of Investments

Teams

+8

Client Services Team

12 people · 0 jobs

JC

Finance and Investment Team

3 people · 0 jobs

Leadership Team

2 people · 0 jobs

Offices

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