Greenleaf Trust announces CIMA designation

Wealth Management Advisor, Brian Schafer, received his Certified Investment Management Analyst^® designation.

Wealth Management Advisor, Brian Schafer, recently received his Certified Investment Management Analyst^® designation.  He specializes in the development of comprehensive wealth management plans, the execution of goal-based planning strategies, and management of client portfolios.  Brian earned his bachelor’s degree from Central Michigan University.  He has also earned the CERTIFIED FINANCIAL PLANNER^® certification.

The Certified Investment Management Analyst^® designation is a professional certification for financial advisors and investment consultants.  It signifies advanced knowledge and skills in investment management, portfolio construction, and risk management. CIMA^® professionals integrate investment theory with practical application to deliver tailored solutions and advice to their clients.

About Greenleaf Trust

With offices in Kalamazoo, Grand Rapids, Birmingham, Midland, Bay Harbor and Traverse City, Greenleaf Trust National Association is an independent nationally chartered trust bank, exclusively focused on wealth management, trust and estate administration, and administration of company-sponsored retirement plans. Through our unique, client-centric team approach, we provide highly personal and customized client service, with no conflicts of interest, to ensure our clients’ financial security from generation to generation. www.greenleaftrust.com