Mark Meyers, CFP®, CTFA®, CHFC®, CLU®

Current Role

Mark develops creative strategies that help clients work toward meeting their financial goals, integrating asset management, family CFO, and succession planning 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.

Service Areas

• Comprehensive financial planning
• Investment analysis and portfolio design
• Wealth transfer planning
• Insurance consulting
• Succession planning

Experience

Mark began his financial services career in 2008 and has supported high net worth and ultra-high net worth individuals and their families, business owners and not-for-profit organizations. He has extensive knowledge of estate, investment, trust, insurance and business succession planning strategies.

Prior to joining Rehmann in 2022, Mark worked at Plante Moran as a Senior Manager in their wealth transfer group. Most recently, Mark was the ultra-high net worth advisor for Michigan, Ohio and Illinois at Clarfeld: Citizens Bank.

Mark received the CFP® certification from the Certified Financial Planner™ Board of Standards, the CTFA® designation from the American Bankers Association®, and the CLU® and ChFC® designations from the American College®. He also holds the Series 7, 63 and 66 securities registrations, life and health insurance licenses, and variable contracts licensure.

A Closer Look

• Mark is an active member of the Detroit Economic Club and the 100 Men Club.
• Mark was nominated for the Crain’s 40 under 40 list in 2022.
• Passionate about continuing education and strengthening his team, Mark mentors and provides training to new associates.

To learn more about the professional history of our financial advisor(s), please visit FINRA’s BrokerCheck.

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. Certified Financial Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. 1500 W. Big Beaver Rd., 2nd Floor, Troy, MI 48084 | 248.952.5000