Preston B. Koslakiewicz,  CFP<sup>&reg;</sup> - Financial Advisor

Preston B. Koslakiewicz, CFP®

Certified Financial Planner®

Zhang Financial

5931 Oakland Dr
Portage, MI 49024
FINANCIAL ADVISOR'S WEBSITE
(586) 668-7029

General

Preston Koslakiewicz is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Zhang Financial in Portage, MI and the surrounding communities.

Financial Advisor Experience

Bachelors Degree in Personal Financial Planning from Western Michigan University

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Investment Management, Employee Benefits, Mutual Funds, Stocks & Bonds, Succession Planning

More

Helpful Financial Planning Resources