Ralph A. Brozzo CFP®

Ralph A. Brozzo CFP®

Financial Consultant
Vice President - Investments

Visit my web site!

Phone: 989-835-3000
toll-free 855-909-0300

Fax: 989-835-7462
E-mail:
 

With over nineteen years of investment experience, you and your financial goals are my focus.  We will build a long term relationship based on mutual trust and respect.  You may benefit from carefully crafted investment plans and strategies while experiencing top-notch client service.  Whether planning for your independent retirement, saving for loved ones’ educations, or preserving your hard-earned wealth, your needs will be the focus of my knowledge and experience.  I have simple core values – put the client first and enjoy the workday.

If this sounds like a relationship you would like to investigate, come in for a cup of coffee and we can explore your situation together.

The Great Lakes Bay Region is a great place to live.  I believe a fundamental reason is our commitment to the community.  To help with the work, I am a member of the Rotary Club, along with past president of the Midland Community Center (MCC) and currently serve on the MCC Finance Committee.  I have also helped with United Way campaigns, the Boy Scouts of America, the Midland Camping Council and the Rotary Foundation.

I am committed to furthering my craft, earning my Certified Financial Planner ™ certification in 1997, and keeping current with continuing education.  I graduated from Cornell University with Bachelor of Science and Master of Engineering degrees in Chemical Engineering.  I received my Master of Business Administration, with concentrations in Finance and Financial Markets, from the Johnson Graduate School of Management at Cornell.

As a founding member of Legacy WEALTH MANAGEMENT, I am proud to be a member of this team.  You will benefit from over 80 years of combined experience in helping clients meet their financial goals.

Away from the office, I enjoy a variety of activities that usually involve the outdoors.  I enjoy boating, running, motorcycling and snow skiing to name a few.

 

WHAT IS A CFP®? A CERTIFIED FINANCIAL PLANNERTM, or CFP®, certification means a financial consultant has successfully completed a rigorous training program followed by a comprehensive 10-hour exam administered in accordance with the CERTIFIED FINANCIAL PLANNER Board of Standards. Professionals who are awarded this accreditation demonstrate skill in analyzing situations and developing personalized long-term financial strategies. CERTIFIED FINANCIAL PLANNER Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNERTM in the U.S.

 

2014-2218 exp. 12/31/2017