PROFESSIONAL DISTINCTIONS

B.S. MECHANICAL ENGINEERING
Michigan State University

M.S. MECHANICAL ENGINEERING
The University of Michigan

CFP®
Certified Financial Planner Board of Standards

MBA FINANCE
University of California Los Angeles (UCLA)

SERIES 7
General Securities Representative

SERIES 66
Uniform Securities Agent State Law and Investment Advisor Representative

LIFE & HEALTH INSURANCE LICENSE
Michigan Department of Licensing
and Regulatory Affairs

UCLA CLUB OF MICHIGAN
President

CORNERSTONE CHARTER SCHOOLS
Volunteer

Brian Franke CFP® | MBA
PRINCIPAL
PRIVATE WEALTH ADVISOR

Phone: 248-593-8900 EXT 3
Email: bfranke@icapitalmgt.com

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Brian holds the position as Principal at Integrated Capital Management. He has extensive personal and professional experience in the realm of financial planning for business owners, physicians, attorneys, corporate executives, and high net worth individuals. Brian’s focus is to help individuals become goal-oriented in their thinking and to create plans that utilize financial strategies and portfolio investments to work towards achieving those goals. From strategic planning for long-term goals, to succession planning and wealth transfer, he brings a breadth of knowledge to the table, which encourages creative thought and truly objective solutions.

 

Brian has many years of experience in finance, leadership, and wealth management, most recently as a Financial Planner at UBS Financial Services. Previously, Brian held several financial leadership positions in various departments within Ford Motor Company, where he developed the skills for budgeting, forecasting, and financial planning. While working at Ford, Brian was awarded for his performance and expertise with an overseas assignment in Japan and a Corporate Fellowship.

 

With clients in more than 17 states, with needs ranging from income tax planning to sophisticated estate planning and money management, Brian has developed an extensive network of attorneys, and accountants with whom he works with closely on implementing advanced planning strategies.

 

Brian is an MBA graduate in Finance from the University of California, Los Angeles and Mechanical Engineering from the University of Michigan and Michigan State University. Brian has attained the CERTIFIED FINANCIAL PLANNER professional certification and is one of only 2000 financial planners in the state with this designation. Brian also holds Series 7 and Series 66 securities licenses as well as life and health insurance licenses.

 

Outside of work, Brian is a volunteer for the Cornerstone Charter Schools, Habitat for Humanity, and a Founder and President of the UCLA Club of Michigan. He currently resides in Troy, Michigan with his wife, Kara, and their two children.

 

GET TO KNOW YOUR ADVISOR

Born: Traverse City, Michigan
Favorite Food: Pizza, Second Choice is Mexican
Favorite Sports Team: Detroit Red Wings
Activities & Interests: Competitive Roller Hockey, Mountain Biking,
Spending Time on the Lake with my Family and Friends
Something You May Not Know About Brian: Brian is a Scuba Diver

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