Kingsview Partners announced that Wealth Managers | Partners Chris Kramer and Alan Gieleghem have officially joined Kingsview Partners in Rochester Hills, Michigan. With previous roles in the entertainment and education industries, the team has combined experience and credentials to help them provide expertise for individuals, families, and businesses.
Chris Kramer, CEPA, comes to Kingsview with more than a decade of professional industry experience, specifically working with business owners to create successful exit strategies. And As a Certified Exit Planning Advisor (CEPA), he has the expertise and credentials to guide his clients through intricate financial landscapes. Plus, he specializes in comprehensive financial planning, along with helping business owners successfully plan and execute seamless exits from their endeavors.
Alan Gieleghem, CFP, received his Bachelor’s and Master’s degrees from Oakland University, and comes to Kingsview with six years of professional industry experience. And as a Certified Financial Planner (CFP), Alan’s goal is to provide reliable financial advice backed by thorough research. And this ensures clients feel confident that they’re making informed and calculated decisions.
KEY QUOTES:
“With a focus on research and great respect for financial markets, we can create a solution that allows our clients to thrive because we have done the hard work in advance.”
– Chris and Alan
“I enjoy working closely with individuals and business owners. I love problem/goal solving, and being that trusted advisor when things are rocky in the markets, not just during the bull markets.”
– Chris
“I chose the profession because I take pride in providing unique custom solutions to achieve optimal probability of success for clients’ real-life problems. My goal is to research and provide sound financial advice so clients can rest assured they are making prudent decisions.”
– Alan
“We are excited for the joint team of Chris and Alan, expanding our reach to Michigan. Their combined skills and personal relationships are sure to enhance the experience of our clients, and I am positive they will be an asset to Kingsview Partners.”
– Kingsview Partners CEO Sean McGillivray
