David J. Kubicek,  CFP<sup>&reg;</sup> - Financial Advisor

David J. Kubicek, CFP®

Director

Institute of Trade Management

32781 Middlebelt Rd, Ste B
Farmington Hills, MI 48334
FINANCIAL ADVISOR'S WEBSITE
(248) 539-5405

General

David Kubicek is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Institute of Trade Management in Farmington Hills, MI and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Corporate Finance, Investment Management, Employee Benefits, Irregular Income, Mutual Funds, Real Estate, Retirement, Stocks & Bonds, Startup, Tangible Assets

More

Helpful Financial Planning Resources