Kingsview Partners Welcomes Wealth Managers | Partners Chris Kramer and Alan Gieleghem
Former Edward Jones Advisors Open Kingsview Partners Office in Rochester Hills, Michigan
Kingsview Partners announced today that Wealth Managers | Partners Chris Kramer and Alan Gieleghem have officially joined Kingsview Partners in Rochester Hills, MI.
With previous roles in the entertainment and education industries, the team’s combined experience and credentials help them provide expertise for individuals, families and businesses. “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,” say Chris and Alan.
Chris Kramer, CEPA®, comes to Kingsview with over a decade of professional industry experience, specifically working with business owners to create successful exit strategies. As a Certified Exit Planning Advisor (CEPA®), he possesses the expertise and credentials to guide his clients through intricate financial landscapes. He specializes in comprehensive financial planning, along with helping business owners successfully plan and execute seamless exits from their endeavors.
“I enjoy working closely with individuals and business owners,” says Chris. “I love problem/goal solving, and being that trusted advisor when things are rocky in the markets, not just during the bull markets.”
Alan Gieleghem, CFP®, received both his Bachelor’s and Master’s degrees from Oakland University, and comes to Kingsview with six years of professional industry experience. As a Certified Financial Planner (CFP ®), Alan’s goal is to provide sound, reliable financial advice that’s backed by thorough research. This ensures his clients feel confident that they’re making informed, calculated decisions – not just during market downturns, but also amid periods of exuberance.
Alan loves being the first person someone calls for guidance on making financial decisions. “I chose the profession because I take pride in providing unique custom solutions to achieve optimal probability of success for clients’ real-life problems,” says Alan. “My goal is to research and provide sound financial advice so clients can rest assured they are making prudent decisions.”
Kingsview Partners CEO Sean McGillivray welcomed Chris and Alan, saying, “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.”
Chris Kramer and Alan Gieleghem can be contacted at (248) 997-5955 or through the Kingsview website.
