Don Cizek , CFP®
Client Relationship ManagerPhone: 248-647-2400 ext. 214
Text: 248-487-1278
Fax: 248-647-1643
Email: donovan@stonebridgefinancialpartners.com
About Me
Don provides a consistent, honest and detailed approach in the preparation and continued service of our client’s financial plans. He assists our team in the day-to-day servicing of portfolios, including the preparation and follow up work for annual review meetings. Don grew up in Traverse City Michigan and attended Michigan State University as a fourth generation Spartan. He graduated from the Eli Broad College of Business with a Bachelor of Science degree in Finance. After graduation, Don moved to Indianapolis Indiana where he spent the last two years working for American Funds. He is excited to be back in the state of Michigan and to be with the Stonebridge team.
Away from the office, Don enjoys staying active and spending time with family and friends. He can be found on the boat in the summer or ski slopes in the winter. His biggest passions include skiing, golfing and watching Michigan State Athletics… Go Green!
Expertise & Focus
Supporting Corporate Executives and Business Owner Solution
Licenses, Awards, & Recognitions
CFP® - Certified Financial Planner Series 7 registration through LPL Financial; Series 66 registration through LPL Financial and NewEdge Advisors; and Life/Accident/Health insurance licenses.
