Professional Certifications
CERTIFIED FINANCIAL PLANNER™ professional since 2006
Chartered Financial Analyst® charterholder since 2006
Rob Oliver
CERTIFIED FINANCIAL PLANNER™ professional since 2006
Chartered Financial Analyst® charterholder since 2006
Master of Business Administration, Ross School of Business at the University of Michigan, 2002
Bachelor of Arts, Film and Video Studies, University of Michigan, 1994
SafeHouse Center: Board Member (2008-2014) and Board Chair (2013-2014)
Center for the Education of Women: Leadership Council Member (2008-2012)
Principal, Oliver Financial Planning
Ann Arbor, MI, April 2005 to present
Director, Executive Development Program, MassMutual
Springfield, MA, 2002-2005
Equity Research Associate, Donaldson, Lufkin & Jenrette
New York, NY, 1999-2000
Equity Administration Associate, Donaldson, Lufkin, & Jenrette
New York, NY 1997-1998
Marketing and Sales Associate, Curtin & Alf Violinmakers
Ann Arbor, MI, 1994-1997