Dan Zech, CEPA®, MSA

Co-Founder/Senior Financial Planner at Stalt Financial
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Contact Information
us****@****om
(386) 825-5501
Location
Troy, Michigan, United States, US
Skills

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Experience

  • Stalt Financial
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Co-Founder/Senior Financial Planner
      • Sep 2022 - Present

      Troy, Michigan, United States Stalt Financial's guiding principle is that a sound financial plan is greater than the sum of its parts. Instead of focusing on the individual elements of your financial portfolio, we aim to create a strategic, comprehensive plan that will grow and evolve with our clients. We provide financial guidance in a fiduciary capacity that focuses on their short-term and long-term (STALT) needs, goals and dreams.

  • Financial Architects, Inc.
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Architect
      • Aug 2016 - Sep 2022

      Farmington Hills, MI

  • AlixPartners
    • United States
    • Business Consulting and Services
    • 700 & Above Employee
    • Internal Auditor/FP&A Associate
      • Jul 2014 - Jul 2016

      Southfield, MI

  • Affinia
    • United States
    • Automotive
    • 400 - 500 Employee
    • Financial Analyst - External Reporting
      • May 2012 - Jun 2014

      Ann Arbor, MI

  • Ernst & Young
    • China
    • Accounting
    • 700 & Above Employee
    • Assurance Staff
      • Jun 2010 - May 2012

      Detroit, MI

Education

  • University of Notre Dame - Mendoza College of Business
    Master of Science (M.S.), Accountancy
    2010 - 2011
  • Albion College
    Bachelor of Arts (B.A.), Economics and Management
    2006 - 2010

Community

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