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Paul
Aftanas, CFP®, CISP
CERTIFIED FINANCIAL PLANNER™
Trust Officer |
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Paul has almost 12 years of financial services experience in
Michigan and Wisconsin. Paul’s primary focus is on financial
planning and account investment management for clients. He works
closely with clients and their families to plan for their future
financial needs, whether saving for college, retirement, or leaving
their legacy. Paul is also a member of the Trust Investment
Committee which is responsible for setting overall investment
strategy and portfolio construction for SNBT clientele. |
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CREDENTIALS: |
- CERTIFIED FINANCIAL PLANNER™
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- B.A. degree in Economics from the
Eli Broad College of Business at
Michigan State University
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- Fully licensed for investment and
insurance sales in Michigan and
Wisconsin
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