Daniel Greulich, CFA, CFP®

Chief Investment Officer | Wealth Advisor | Ann Arbor, MI -- Daniel leads our Investment Committee and partners with Aaron Kirsch, Chief Client Advocacy Officer to design and implement client portfolios with your advisor. Daniel brings 14 years of practical experience as a trader, financial advisor, and money manager at both large and mid-sized financial services companies to GreenUp Wealth Management. In addition, he holds a CFP® designation and is also a CFA charterholder. This combination of experience and knowledge helps Dan confidently guide his clients through the development, execution and monitoring of their customized financial plans.

Looking for guidance on your investments, retirement plans, or anything regarding financial planning? Schedule an introductory call with our wealth managmeent team today.

Articles By:

Daniel Greulich, CFA, CFP®

How Does the Market Perform During Election Years?

The S&P 500 has historically done well during election years despite concerns about market volatility. Watch our latest Market Minute as GreenUp’s Chief Investment Officer Daniel Greulich, CFA®, CFP® emphasizes the importance of long-term fundamentals over...

Wage Inflation

Wage increases allow workers to increase or maintain their standard of living, which is usually good for the economy. However, wage increases can also contribute to inflation. How can this happen? Watch this latest video by GreenUp’s Chief Investment Officer Daniel...

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