Caitlin Cervenak

Services Offered

• Investment planning
• Insurance strategies
• Holistic financial planning

About

Caitlin Cervenak is a financial consultant based in Birmingham, Michigan, affiliated with Oppenheimer. She specializes in aligning clients' unique goals and values with comprehensive investment and insurance strategies. Caitlin employs an in-depth discovery process to understand each client's specific situation, time horizon, and risk tolerance. Her practice focuses on serving high net worth individuals, families, corporate executives, and businesses, helping them grow and protect their assets.

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