Wallerend Ezin is a Financial Advisor with Michigan Financial Companies, a financial services firm focusing on estate planning strategies, wealth accumulation, business planning and executive benefits for both publicly- and privately-held companies.
As a Financial Advisor, he is qualified to address the diverse needs of high net-worth individuals. He provides recommendations for asset allocation, funding for education, retirement, as well as life and long-term care insurance. He works closely with business owners, executive teams and their advisors to pursue their financial goals and implement strategies to help meet their distinctive needs. Wallerend has been assisting individuals, families and their businesses with their financial and investment needs for over a decade.
Education
- 2001 Master's of Science in Computer Information Systems - University of Detroit Mercy
- 1998 Master's Degree in Business Management - Catholic University of Central Africa
- 1997 Bachelor's in Social Sciences and Business Management
Professional Qualifications
- Life, Health & Accident Insurance Licenses
- Series 7
- Series 63
- Series 66
My Process
