08/03/2022
Defenthaler and Trujillo Named to Forbes list of 2022 Top Next-Gen Wealth Advisors
Nick Defenthaler, CFP®, RICP® and Matt Trujillo, CFP® of Center for Financial Planning, Inc. were among the Raymond James-affiliated advisors named to the Forbes list of America’s Top Next-Gen Wealth Advisors.
04/07/2022
Wyman, Chope, and Adams Named to Forbes list of 2022 Best-in-State Wealth Advisors
Timothy Wyman, CFP®, JD, Matthew Chope, CFP®, and Sandra Adams, CFP® of Center for Financial Planning, Inc ® are among the Raymond James-affiliated advisors named to the Forbes list of Best-In-State Wealth Advisors. Wyman for the fifth consecutive year, Chope for the fourth consecutive year.
02/07/2022
The Center Named a Best Place to Work for Financial Advisers for 5th Year
Center for Financial Planning, Inc. ® has been recognized by InvestmentNews as a 2022 Best Places to Work for Financial Advisers for the fifth consecutive year.
02/04/2022
Adams Named to Forbes list of 2022 Best-in-State Top Women Wealth Advisors
Sandra Adams, CFP® is among the Raymond James-affiliated advisors named to the Forbes list of Best-In-State Top Women Wealth Advisors.
03/24/2021
Adams and Renchik Named to Forbes list of America’s Top Women Advisors
Sandy Adams, CFP® and Laurie Renchik, CFP®, MBA located are among the Raymond James-affiliated advisors named to the Forbes list of America’s Top Women Advisors.
03/01/2021
Named a Best Place to Work for Financial Advisers for 4th Year
Center for Financial Planning, Inc.® has been recognized as a 2021 Best Places to Work for Financial Advisers by InvestmentNews for the fourth consecutive year.
02/12/2021
Wyman and Chope Named 2021 Best-in-State Advisors by Forbes
Timothy Wyman, CFP®, JD and Matthew Chope, CFP® of Center for Financial Planning, Inc® are among the Raymond James-affiliated advisors named to the Forbes list of Best-In-State Wealth Advisors. Wyman for the fourth consecutive year, Chope for the third consecutive year
01/04/2021
Center Adds 2 Partners to Start 2021
The Center named both Lauren Adams, CFA®, CFP® and Matt Trujillo, CFP® firm Partners. In addition to now sharing ownership, Adams will continue to serve as Director of Operations and Trujillo will continue to serve as a Senior Financial Planner.
08/14/2020
Center Named a Cool Place to Work by Crain’s for 4th Year
The Center is named a 2020 Cool Place to Work by Crain’s Detroit Business for the fourth consecutive year. Crain names 100 Michigan's top 100 businesses based on a two-part evaluation. Of the total evaluation, workplace policies, practices, and demographics accounted for 25% and employee experience surveys accounted for 75%.
04/28/2020
Multiple Award Recipients, Including Top Women
Announcing a series of awards that the firm has earned over the past month…the firm was the recipient of three individual achievement awards and one workplace award. Sandra Adams, CFP® and Laurie Renchik, CFP®, MBA were named to the Forbes 2020 Top Women Wealth Advisors list. Timothy Wyman CFP®, JD was named a Financial Times 2020 Top Advisor. The Center was named a Best Place to Work for Financial Advisors by InvestmentNews for the 3rd consecutive year.
02/12/2020
Two Advisors Named as Best-in-State Wealth Advisors by Forbes
Two of the firm’s partners were selected as Forbes Best-in-State Wealth Advisors 2020. Partners Timothy Wyman, CFP®, JD and Matt Chope, CFP® have both been named to Forbes list of Best-in-State-Wealth Advisors for multiple years.
01/01/2020
Center Names New Partner
The Center named Nick Defenthaler, CFP®, RICP® its newest partner. He will continue to lead the firm’s Financial Planning Department and contribute to the Operations Committee in addition to being a Senior Financial Planner. He has been with the firm for 7 years.