Cathy has been with Integrated Capital Management since 2010 and active in the financial services industry for over 35 years. She believes her twenty years as a Wealth Manager at Lincoln Financial were an ideal foundation for her work as a financial advisor. Cathy is a Chartered Retirement Planning Counselor(CRPC®) – this designation marks her as a specialist in the retirement planning process. Cathy’s advises her clients in the areas of Wealth Management, Estate Planning, Business Continuity, and Retirement. Her focus is on business owners, farming clients and their families with a passion for assisting in business succession and estate planning. Working together with her client’s C
Cathy Navarre-Ross
Private Wealth Advisor
Integrated Capital Management
United States, Michigan, Bloomfield Hills
About Me
Profile Information
Private Wealth Advisor
Integrated Capital Management
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Bloomfield Hills
Michigan
United States
Aug 7, 2024
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