David C. Jozefiak, CFP^®, AEP^®

PRESIDENT - CERTIFIED FINANCIAL PLANNER™ - ACCREDITED ESTATE PLANNER®

 David, the founder of Next Degree Financial, received his Bachelor of Science in Business Administration (BSBA) degree from Central Michigan University in 2003.  With more than twenty years of experience, he has had the opportunity to meet and assist hundreds of families with their financial goals.  David prides his practice on being the professional that his clients continually turn to for advice and knowledge, not only regarding financial matters, but day-to-day issues as well.  This is the level of trust and communication that he feels is essential when developing long-term relationships with his clients.

David has a certificate of completion in Personal Financial Planning through the School of Business Administration at Oakland University.  He has met all the requirements to hold the prestigious industry designation CFP®, CERTIFIED FINANCIAL PLANNER™ and AEP®, ACCREDITED ESTATE PLANNER®. He has also obtained many registrations in the financial industry and several licenses in the insurance industry to assist his clients in many capacities, including: FINRA Series 7, 6, 63, 65, Registrations and Life, Accident and Health Insurance Licenses.  

David is an active member of the Financial and Estate Planning Council of Metro Detroit, Inc.