Financial Planners in Portage, Michigan | PlannerSearch

FPA PlannerSearch^®
HOME
Planning for Life Events
Why a CFP^® PROFESSIONAL

All Financial Planners
Michigan
Portage

1 Financial Planners in Portage, Michigan

Find a Financial
Planner in

Within of

All Financial Planners
Michigan
Portage

1 Financial Planners in Portage, Michigan

More Filters

Within of

Languages ASL Cantonese Dutch English French

German Hindi Indonesian Italian Japanese Korean Mandarin Other Portuguese Russian Spanish Thai Vietnamese

Type of Compensation

Commission Commission and Fee Fee Only

Planner's Licenses / Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®) Chartered Financial Consultant (ChFC^®) Chartered Life Underwriter (CLU)

Certified Public Accountant (CPA) Attorney (JD)

Income Range

$0 - $50,000 $50,000 - $100,000 $100,001 - $250,000 $250,001 - $500,000

$500,001 - $1,000,000 $1,000,000+

Investable Assets

$0 - $100,000 $100,001 - $250,000 $250,001 - $500,000 $500,001 - $1,000,000

$1,000,001 - $5,000,000 $5,000,000+

Planner's Specialties

Major Life Changes

401(k)/403(b)/IRAs Annuities Arbitration & Mediation Asset Allocation Attending College

Banking Bankruptcy Budget & Debt Management Business Taxes Buying a Home Career Change Charitable & Planned Giving Comprehensive Financial Planning Corporate Finance Cross-border Planning Disaster Recovery Employee Benefits Estate Planning Getting Divorced Getting Married Government & Military Identity Theft Insurance Investment Management Irregular Income Job Loss Life Planning Limited Partnerships Long-term Care Medical & Health Issues Men's Finances Minority Financing Mutual Funds Nontraditional Households Personal Taxes Real Estate Retirement Special Needs Starting a Family Startup Stocks & Bonds Succession Planning Sudden Wealth Tangible Assets Women's Finances

Show Listings Cancel

Sophit Lee

CFP^®

Managing Director 2.71 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Portage, Michigan and the surrounding communities.

Docsa Capital Management, Inc.

8080 Moorsbridge Rd, Suite 200
Portage, MI 49024

(269) 488-2322

Please provide the following information:

Success!

Thank you for your submission

×

login to my account

[email protected]
800-322-4237 U.S. and Canada
303-759-4900 International

1290 Broadway
Suite 1625
Denver, CO 80203

Privacy Policy & Disclaimers

FPA PlannerSearch^®
Home
Find a Planner
Planning For Life Events
Why a CFP^® Professional?

More Information
About FPA
Press Room
FPA Blog
Partner with FPA
FPA Membership
FPA Annual Conference

What is FPA Plannersearch?

Planner Search is a financial planning resource for individuals, families, and businesses. Find a caring and credentialed financial advisor serving the Portage, Michigan area. Financial planners offer a wide range of services including: tax planning, retirement planning, estate planning, insurance planning, inherited ira, and more.

The Planner Search directory is made Financial Planning Association (FPA) members and includes CFP^® professionals, educators, financial services providers, and others who follow the highest standards of professional competence and integrity. Contact a financial planner today and find out how they can help you prepare financially for major life changes, investments, personal finance, or business finances.