Denise L. Garten

Financial Planner

 

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Certifications
CERTIFIED WEALTH STRATEGIST® (CWS®)

Bio

I am a Financial Planner and an associate at The Wiser Financial Group, a financial services firm located in southwest Michigan. My role is to help clients reach their financial goals with advice that is understandable and customized for each individual. I am in this field to gain a better understanding of the markets and to help families reach their long-term financial goals.

Specialities

My areas of concentration include: retirement planning, distribution strategies, risk management, investment planning and college savings plans.

Experience

Lincoln Financial
Morgan Stanley
Quick & Reily

Education

Davenport University

Personal

In my spare time I enjoy several adventures including scuba diving, traveling and hiking. On a regular basis I track financial trends such as Morningstar, Yahoo Finance, and MSNBC.

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