In addition to obtaining designation as a CERTIFIED FINANCIAL PLANNER™ (CFP) at the College for Financial Planning in Greenwood Village, Colorado, Dennis Joppe acquired a Master of Science in Financial Services from The American College in Bryn Mawr, Pennsylvania. Possessing 30 years of experience in the financial services industry, Mr. Joppe established and continues to oversee First Mutual Investment Management in Grand Rapids, Michigan.
As the head of First Mutual Investment Management, Dennis Joppe assists various clients in making informed decisions about their finances. While some individuals obtain advice on 401(k)s, individual retirement accounts, or educational savings funds, others consult with Dennis Joppe about stocks, bonds, mutual funds, ETF's, and other investment platforms. First Mutual Investment Management also extends services for income, estate, and gift taxes. Many customers utilize the firm for assistance in designing an insurance plan, whether for the short or long term.
Clients of First Mutual Investment Management benefit from a host of online tools. In addition to offering individuals access to their accounts 24 hours a day, 7 days a week, Dennis Joppe’s firm presents up-to-date information regarding mutual funds, industry shifts, and tax forms. The site also includes easy-to-use tools for comparing loans, calculating life insurance, and budgeting home finances. To learn more about becoming a client of First Mutual Investment Management, visit www.firstmutualinvestment.com. Mr. Joppe holds membership in the Society of Financial Service Professionals and Financial Planning Association.
Dennis P. Joppe CFP®, CFS, MSFS
LPL Financial Advisor
Securities offered through LPL, Financial Member FINRA/SIPC