Joseph J. Lezotte, CFP®, AIF®
President/CFO and Co-Founder * Independent Wealth Manager
Joseph J. Lezotte, CFP®, AIF®
I have been active in the financial services industry for over 25 years. My career has focused on serving individual and self employed clients as their personal wealth manager. I received my Bachelor of Business Administration Degree in Accounting from Eastern Michigan University. I quickly began my career at Charter One Bank as a Financial Analyst. I rapidly moved up the ranks becoming Vice President of Commercial and Investment Banking. I also spent time as Vice President at a private insurance company. During this time, I developed a solid foundation to help my clients throughout the complicated process of financial planning. My desire to help clients on a more personalized basis led me to open my own office in Novi, Michigan as an Independent Wealth Manager.
My focus has always been on assisting clients meeting their financial and retirement objectives utilizing a customized approach. Not only do I design and maintain investment portfolios, I analyze other important planning areas such as risk management (insurance), tax planning, retirement planning and estate planning. I believe this is essential to the comprehensive financial planning process in working with my clients. My mission as an Independent Wealth Manager is to “provide unbiased financial advice with personal service” in order to offer the best to my current and future clients.
I hold the certification of CERTIFIED FINANCIAL PLANNER™ and also hold the FINRA Series 7, 63 and 65 licenses. In addition, I hold both Independent Life and Health Insurance licenses.
I serve on the board of several local organizations. I am involved in several local non-profits and charities including Orchards Children Services, Relay for Life, The Rotary Foundation and Novi Chamber of Commerce. In my free time I enjoy traveling, golf and softball.