Our Team
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Our team approach adds perspective to all we do and provides increased benefits to our clients.
Meet Our Team
Larry K. Manuel, CFP®, MBA, AEP, CBEC
President
248-749-3073
Larry K. Manuel has been providing sound financial advice to his clients since 1987 and has earned the CERTIFIED FINANCIAL PLANNER™ practitioner certification. Larry is affiliated with Sagemark Consulting ...
Yasmeen Mikhail
Executive Assistant
248-749-3073
YMikhail@CA-WealthPlanners.com
My favorite part about assisting a financial planning practice is the opportunity to help make a difference in the lives of clients as our team works toward securing their financial futures. I enjoy interactions with people and strive...