Patricia  Wellman,  CFP<sup>&reg;</sup> - Financial Advisor

Patricia Wellman, CFP®

Planning Essentials, LLC.

376 Beach Farm Circle, #397
Highland, MI 48357
(248) 320-8392

General

Patricia Wellman is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Planning Essentials, LLC. in Highland, MI and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Annuities, Asset Allocation, Investment Management, Employee Benefits, Mutual Funds, Insurance, Retirement, Long-term Care

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Helpful Financial Planning Resources