Caitlin Falenski

Services Offered

• Investment strategies
• Insurance planning
• Holistic financial planning

About

Caitlin Falenski 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 through a detailed discovery process. Caitlin focuses on the financial needs of high net worth individuals, families, corporate executives, and businesses. Her approach emphasizes growing and protecting client assets while addressing complex financial issues.

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