PLANTE MORAN WEALTH MANAGEMENT | MONEY MINUTE

760 WJR is pleased to present the “Plante Moran Wealth Management Money Minute!”

Each week, Plante Moran Wealth Management Financial Advisors President John Lesser works to help you develop an independent, holistic approach to growing, sharing, and protecting your wealth. You’ll get insights that can help you envision a more comprehensive perspective of goals and success, built from a foundation that there’s more to your future than just your bottom line.

Catch “Money Minute” Monday mornings on 760 WJR, or subscribe today wherever you get your podcasts.

Get Started With Plante Moran Wealth Management

When you’re ready for what’s next, your wealth should be ready too. Explore the possibilities and connect with an advisor today by visiting PlanteMoran.com/EarnForMore.

PODCASTS:

HOST:

John Lesser, CFA, CPA, CFP® 
Group Managing Partner
PMFA President | Wealth Management, Partner

As the President of Plante Moran Financial Advisors, John serves ultra-high-net-worth clients as their “personal CFO,” providing them with customized wealth strategies designed to maximize their after-tax net worth. John helps his clients throughout many points in their life, whether it’s advice during their active professional lives, guidance on the post-sale of a business, or planning for future generations.

Clients appreciate his ability to provide and apply meaningful comprehensive services to complex wealth dynamics and structure a deliberate, objective and independent approach to building, preserving, and managing wealth. As someone who sits at the same side of the table with them, John has become a go-to trusted advisor for some of America’s top executives, families, family offices, and institutions.

With decades of experience, one of John’s greatest accomplishments as a leader within the firm has been growing the Wealth Management practice in terms of the breadth and scope of its offerings, capabilities, and enhanced service models for the digital age. 

John has spoken at the annual Barron’s conference for the Top 100 Independent Financial Advisors in the United States for many years on various matters related to running an investment practice and designing an investment strategy. John has been named to the Barron’s Advisor Hall of Fame for having appeared in 10 or more of Barron’s annual Top 100 Advisor rankings. John has also been recognized as one of Crain’s40 under 40.” (1)

John’s professional and community involvement includes serving as co-chair of the Finance and Accounting Board and as a member of the Student Investment Fund Advisory Board at Oakland University, the AICPA, the MICPA, and the Financial Analysts Society of Detroit (FASD). John earned a B.S. in accounting and finance from Oakland University and an M.B.A. from Wayne State University.

(1) Awards or inclusion on ranking lists are not indicative of PMFA’s future performance or representative of any one client’s experience. Payment was not required for inclusion in ranking on awards. Additional criteria will be provided upon request.


John Lesser, CFA, CPA, CFP® 

Group Managing Partner
PMFA President | Wealth Management, Partner

As the President of Plante Moran Financial Advisors, John serves ultra-high-net-worth clients as their “personal CFO,” providing them with customized wealth strategies designed to maximize their after-tax net worth. John helps his clients throughout many points in their life, whether it’s advice during their active professional lives, guidance on the post-sale of a business, or planning for future generations.

Clients appreciate his ability to provide and apply meaningful comprehensive services to complex wealth dynamics and structure a deliberate, objective and independent approach to building, preserving, and managing wealth. As someone who sits at the same side of the table with them, John has become a go-to trusted advisor for some of America’s top executives, families, family offices, and institutions.

With decades of experience, one of John’s greatest accomplishments as a leader within the firm has been growing the Wealth Management practice in terms of the breadth and scope of its offerings, capabilities, and enhanced service models for the digital age. 

John has spoken at the annual Barron’s conference for the Top 100 Independent Financial Advisors in the United States for many years on various matters related to running an investment practice and designing an investment strategy. John has been named to the Barron’s Advisor Hall of Fame for having appeared in 10 or more of Barron’s annual Top 100 Advisor rankings. John has also been recognized as one of Crain’s40 under 40.” (1)

John’s professional and community involvement includes serving as co-chair of the Finance and Accounting Board and as a member of the Student Investment Fund Advisory Board at Oakland University, the AICPA, the MICPA, and the Financial Analysts Society of Detroit (FASD). John earned a B.S. in accounting and finance from Oakland University and an M.B.A. from Wayne State University.