- Mark Ivezaj
- Ameriprise Financial AdvisorsCertified Divorce Financial Analyst (CDFA®)
- Financial Services
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900 Wilshire Dr Ste 255
Troy, MI 48084 - 248-244-9160
· Over a 17 years’ experience in financial services with a focus in financial analysis, education & planning in: retirement, investment management, taxes, cash flow/budgets & real estate
· Defined benefit plan document review and asset valuation
· Executive compensation valuations, including restricted stock, options, and other complex compensation plans
· Risk management planning including the evaluation of life, disability and long-term care insurance
· Comprehensive financial planning, wealth management strategies, tax planning, and estate planning strategies
· Separate property tracing, including retirement plans, commingled inheritances, and marital wasting claims
· Evaluating short- and long-term impacts of various settlement options during the dissolution of marriage
· Real estate investing