Greenleaf Trust announces two CFP® certifications

Senior Wealth Management Advisor Doug Bajor, and Investment Strategist, Senior Fixed Income Analyst Christopher Burns receive CFP^® certifications

Senior Wealth Management Advisor Doug Bajor, CFA^®, CFP^® at Greenleaf Trust in Birmingham has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements. Doug has worked at Greenleaf Trust since 2019 and specializes in the development of comprehensive wealth management plans, execution of goals-based planning strategies, and management of client investment portfolios. He has over 39 years of experience in the banking and financial sectors. Doug graduated with high honors from Michigan State University with a bachelor’s degree in accounting and earned his MBA from the University of Detroit Mercy with an emphasis in finance. He is a Chartered Financial Analyst ®, a Certified Public Accountant, and a CERTIFIED FINANCIAL PLANNER ™ professional.

Senior Fixed Income Analyst Christopher Burns, CFA®, CPA®, CFP® at Greenleaf Trust in Kalamazoo has also been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements. Chris has worked at Greenleaf Trust since 2015 and contributes to portfolio construction and asset allocation and is responsible for development and implementation of fixed income strategies. He is a voting member of the investment committee and chair of the fixed income committee. Prior to joining Greenleaf Trust, Chris was an associate client advisor at Bessemer Trust. He holds a bachelor’s degree in economics with high distinction from the University of Michigan and a master of accounting degree with high distinction from the University of Michigan Ross School of Business. Chris is a CFA® charterholder, a licensed CPA, and has earned the CERTIFIED FINANCIAL PLANNER™ certification.

The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas:  the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.  CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.

About Greenleaf Trust

With offices in Kalamazoo, Grand Rapids, Birmingham, Bay Harbor and Traverse City, Greenleaf Trust is an independent Michigan-chartered trust-only 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