Jamie Iglesias is a seasoned financial advisor based in Detroit, Michigan, with a commitment to providing comprehensive financial planning services tailored to each client's unique needs. With over 15 years of experience in the financial industry, Jamie specializes in wealth management, retirement planning, investment strategies, and risk management.
Jamie holds a Bachelor's degree in Finance from Michigan State University and is a Certified Financial Planner (CFP®), ensuring that clients receive expert guidance aligned with the highest standards of professionalism and ethics. Known for a client-centric approach, Jamie empowers individuals and families to achieve their financial goals through personalized strategies designed to build and preserve wealth over the long term.
As a trusted advisor, Jamie Iglesias combines deep financial expertise with a passion for helping clients navigate complex financial landscapes with confidence and clarity. Whether planning for retirement, managing investments, or preparing for major life events, Jamie is dedicated to delivering proactive advice and exceptional service to enhance financial well-being.