Michael Kramer
Director of Planning and Investments at Dkd Wealth Strategies Group
Based in Charlotte, United States
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Seniority
Director
Department
Finance & Accounting
Location
Charlotte
Industry
—
Company size
10
Contact information
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m•••••••@dkd.nm.com
Phone
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Background
About Michael Kramer
Dedicated financial professional with ten years of experience providing support in all aspects of personal financial planning. Excel in research and analysis of personal financial matters, developing alternative strategies to achieve client wealth accumulation goals, and implementing applicable plans to ensure financial security. Certified Financial Planner (CFP) Retirement Income Certified Professional (RICP) Series 7, Series 63 Life, Accident and Health (NC)
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