Ray Trepanier

Ray Trepanier

Investment Advisor Representative

Phone: (248) 663-4739
Fax: (248) 827-7378
E-mail:

Ray Trepanier, Jr. is an Investment Advisor Representative with Michigan Financial Companies, a financial services firm focusing in estate planning strategies, wealth accumulation, business planning and executive benefits for both publicly and privately-held companies. 

As an Investment Advisor Representative he is uniquely qualified to address the diverse needs of high net-worth individuals.  He provides recommendations for asset allocation, funding for education, retirement and long-term care insurance.  He works closely with business owners, executive teams and their advisors to realize their financial goals.

Education

Cleary University - Bachelor of Business, 1999

Professional Registrations & Designations

  • Life, Accident & Health
  • Series 6
  • Series 7
  • Series 63
  • Series 66
  • CFP®
  • Registered Investment Advisor

Memberships & Affiliations

  • Licensed Residential Builder, 1986
  • Brighton Chamber of Commerce                

Personal Data

Ray and his wife, Cindi, have two children and reside in Brighton, Michigan.

 

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®,

CERTIFIED FINANCIAL PLANNER™ and in the U.S., which it awards to individuals who

successfully complete CFP Board’s initial and ongoing certification requirements.