Kostaroff, CFA, CFP®

Owner & President

20 years

Industry experience

Work Experience
• Portfolio Management Partners – Portfolio Manager
• StraightLine Advisors – Research Analyst
• Plante Moran Financial Advisors – Financial Planner

Education & Professional Affiliations:
• Michigan State University – Bachelor of Arts
• CFA Detroit – Former Board Member
• CFA Institute – Member
• Financial Planning Association – Member

Why I Got Into This Business:
I realized at an early age that finances are one of the leading causes of stress and anxiety among individuals and couples, no matter their net worth.  Whether someone has millions or just a little, there is a great need to help people put together a plan to build and protect their wealth and provide financial peace of mind.  I love serving others and this business allows me to do that in a very tangible and rewarding manner.  This is a calling for me, not just a job.

Community & Charity Involvement:
• Woodside Bible Church – Volunteer
  (Financial Counseling & Various Community Initiatives)
• Dream Centers of Michigan – Volunteer
  (Basic Employment & Financial Skills Teacher)

Favorite Quote:
“Whether you think you can or think you can’t, you’re right.” – Henry Ford