Bryan M. Wieferich, CFP®
Bryan started Wieferich Financial, and his mission is to take the guesswork out of investing and help to manage financial risks. He believes that financial planning is a lifelong, personal process that you create and adapt based on your needs, your values, and your unique situation. His in-depth process helps clients pursue their financial goals.
Since he started his career in the financial services industry in 2002, Bryan has discovered that client education and interaction are the most impactful aspects of client success. He enjoys building a team with his clients and keeping them actively involved in their portfolios. He utilizes his experience to manage risk, customize portfolios, and help people plan for life’s many unknowns.
By holding the CERTIFIED FINANCIAL PLANNER™ certification, Bryan specializes in helping clients analyze their current financial position, examine specific goals, identify investment strategies, and plan for both the retirement accumulation and distribution phases of life.
Bryan is a graduate of Central Michigan University, in Mt. Pleasant, Michigan, where he attained a Bachelor of Science in Business Administration with a major in Personal Financial Planning. He lives in Mt. Pleasant, MI and in his free time, he enjoys golfing, hunting, fitness, announcing sports, spending time with family and friends, and cheering on the Chippewas!