Joseph J. Zaiter, AIF®, AAMS®, C(K)P®
Principal | Advisor
Wealth Management
Location
Saginaw, MI
989.799.9580
Education
Michigan State University
BA, supply chain management
Current Role
Joe develops creative strategies that help clients work toward meeting their financial goals, integrating asset management, retirement planning, family CFO, group benefits, succession planning, buy/sell agreement services with overall business and financial plans. He works with a cross-functional Rehmann team to proactively guide each client, considering tax law and efficiencies, estate planning, and accounting needs along the way. All in a manner which allows the clients to see a personalized, well-constructed approach.
Service Areas
- Comprehensive financial planning
- Investment analysis and portfolio design
- Retirement and estate planning
- Risk management
- Qualified and non-qualified retirement plans
- Retirement plan consulting
Experience
Joe began his financial services career in 2004 and has supported high net worth individuals and their families, business owners, healthcare professionals, and not-for-profit organizations. He has extensive knowledge of asset management, financial planning, business plan retirement services, and the many facets of qualified and non-qualified retirement plans.
Joe holds the Accredited Investment Fiduciary® (AIF®), the Accredited Asset Management Specialist® (AAMS®), and the Certified 401(k) Professional (C(k)P®) designations, in addition to the Series 7, 9, 10, 63 and 66 registrations.
Joe keeps current on industry standards by attending seminars and graduate level courses offered through professional societies and associations.
A Closer Look
- Working with Joe, clients receive a dedicated level of service specific to their situation and level of experience with investing. He provides guidance in all aspects of his clients’ finances – not just investment portfolios.
- Joe has helped clients work toward meeting their goals of retirement, travel, college education and business succession planning.
- Joe is a member of the Michigan State University Alumni Association.
Securities offered through Rehmann Financial Network, LLC, member FINRA/SIPC. Investment advisory services offered through Rehmann Wealth, a Registered Investment Advisor. Insurance services offered through Rehmann Insurance Group. 5800 Gratiot Rd., Ste. 201, Saginaw, MI 48638 | 989.799.9580
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