Perfil
Mr. Edwin B.
Shaw is a Senior Wealth Advisor at Planning Alternatives Ltd.
He provides comprehensive financial planning to high net worth clients with a specialization in retirement planning and investment counseling.
He has over 30 years of experience in the financial services industry.
He co-founded the firm in 1982.
He received his BBA degree in Finance from Syracuse University.
He is a Certified Financial Planner and a licensed insurance counselor in the State of Michigan.
Cargos activos de Ed Shaw
Empresas | Cargo | Inicio |
---|---|---|
Planning Alternatives Ltd.
Planning Alternatives Ltd. Investment ManagersFinance Planning Alternatives Ltd. is an independent registered investment adviser headquartered in Birmingham, Michigan. The firm was founded in 1982 by Edwin Shaw and William Vanover. Planning Alternatives provides investment management and financial planning services to high net worth individuals, individuals, pension and profit-sharing plans, trusts and estates, charitable institutions, foundations, corporations and other business entities. | Fundador | 01/01/1982 |
Formación de Ed Shaw.
Syracuse University | Undergraduate Degree |
Experiencias
Funciones ocupadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
Empresas privadas | 1 |
---|---|
Planning Alternatives Ltd.
Planning Alternatives Ltd. Investment ManagersFinance Planning Alternatives Ltd. is an independent registered investment adviser headquartered in Birmingham, Michigan. The firm was founded in 1982 by Edwin Shaw and William Vanover. Planning Alternatives provides investment management and financial planning services to high net worth individuals, individuals, pension and profit-sharing plans, trusts and estates, charitable institutions, foundations, corporations and other business entities. | Finance |
- Bolsa de valores
- Insiders
- Ed Shaw