ChoiceOne Investment Center is pleased to announce Financial Advisor Justin Mohr has earned his CFP® Certification. A CFP® professional refers to the certification owned and awarded by the Certified Financial Planner Board of Standards, Inc. The CFP® designation is awarded to individuals who successfully complete the CFP® Board's initial and ongoing certification requirements. CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in their clients’ best interest.
“We are extremely proud to announce that Justin has received his Certified Financial Planner (CFP®) Certification,” said ChoiceOne Bank Chief Executive Officer, Kelly Potes. “Earning the CFP® Certification is a highly regarded and rigorous process. Justin’s advanced insight into financial planning furthers his commitment to provide access to the financial solutions our clients need now and, in the future.”
Joining ChoiceOne Investment Center in 2018 as a Financial Advisor, Mohr consults directly with individuals and small business owners and assists them in taking the necessary steps to achieving their financial goals. Mohr and his team develop a comprehensive custom process for our clients to address four key concerns: making smart decisions about their money, mitigating their taxes, taking care of their heirs, and capital preservation in retirement. Mohr is able to help his clients tune out the noise, focus on what they can control, and make informed decisions about their future. Before joining ChoiceOne, Mohr was a Relationship Banker for Huntington Bank in Grand Rapids.
Mohr has a Bachelor of Business Administration in Finance and Accounting from
Grand Valley State University, Allendale. He also has his Series 7 and 66 registrations, MI Life, Health and Variable Annuity licenses.
The ChoiceOne Investment Center offers Investment and insurance products and services through Infinex Investments, Inc. The ChoiceOne Investment Center team includes John Mousel, CFP, Justin Mohr, CFP, and Miranda Shafer located within ChoiceOne Bank. They are available to assist client needs throughout the west Michigan area. For more information on the products and services available or to schedule an appointment, please call 616-678-4961.
About Infinex Financial Group
Founded in 1993, Infinex Financial Group is a broker-dealer powerhouse that prides itself on an unwavering commitment to serving the interests of our clients. Owned by banks, Infinex Financial Group is empowered to deliver top-notch support and services. The entire team is dedicated to helping to build a strong wealth, investment and insurance program. For more information visit www.Infinexgroup.com.