Cheri L. Stein,  CFP<sup>&reg;</sup> - Financial Advisor

Cheri L. Stein, CFP®

Plante Moran Financial Advisors

634 Front Ave NW, Ste 400
Grand Rapids, MI 49525
(616) 643-4086

General

Cheri Stein is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Plante Moran Financial Advisors in Grand Rapids, MI and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Investment Management Analyst (CIMA®)
  • Certified Public Accountant (CPA)

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Banking, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Insurance, Retirement, Succession Planning, Personal Taxes, Women's Finances

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