Ray Trepanier

Q: What is Ray Trepanier email address?

Email Ray Trepanier at rtrepanier@cokecce.com. This email is the most updated Ray Trepanier email found in 2026.

Q: How to contact Ray Trepanier?

To contact Ray Trepanier send an email to rtrepanier@cokecce.com. If you want to call Ray Trepanier try calling on +15415363516. (updated on November 04, 2024)

Executive Director of Financial Planning at Michigan Financial Companies- Compass Strategic Planning | Southfield, Michigan, United States

About Ray Trepanier

Ray Trepanier serves as the Executive Director of Financial Planning at Michigan Financial Companies - Compass Strategic Planning, where he leads a dedicated team committed to delivering comprehensive financial solutions tailored to the unique needs of their clients. With a strong focus on both pre- and post-retirement planning, Ray's expertise encompasses a wide range of services, including estate planning strategies, wealth accumulation, and business planning. His deep understanding of the intricacies involved in executive benefits for both publicly and privately held companies allows him to provide unparalleled guidance to business owners navigating the complexities of financial management.

Under Ray's leadership, the team excels in developing customized financial plans that take into account all aspects of a client's financial picture. This holistic approach ensures that clients can pursue their envisioned futures with confidence. Key projects often involve the design and implementation of qualified retirement plans, such as 401(k) and 403(b) plans, alongside business succession planning and key employee retention strategies. Ray's commitment to understanding the unique challenges faced by businesses positions him as a trusted advisor in the realm of asset accumulation and protection.

His proficiency in investment portfolio management and college funding strategies further enhances the team's ability to address the diverse financial goals of their clients. By fostering strong relationships and prioritizing client education, Ray Trepanier and his team at Michigan Financial Companies are not just financial planners; they are dedicated partners in their clients' journeys toward financial security and success.

Ray Trepanier Work

Executive Director of Financial Planning at Michigan Financial Companies- Compass Strategic Planning in April 2006 to Present

Entrepreneur Home Inspector/Builder at Trepanier, INC. in July 2003 to April 2006

District Sales Manager at Coca-Cola Enterprises in January 1979 to January 2003

Ray Trepanier Skills

Qualified Retirement Plans

Comprehensive Financial Planning

Estate Planning

Frequently Asked Questions about Ray Trepanier

What is Ray Trepanier email address?

Email Ray Trepanier at [email protected]. This email is the most updated Ray Trepanier email found in 2026.

What is Ray Trepanier phone number?

Ray Trepanier phone number is +15415363516.

How to contact Ray Trepanier?

To contact Ray Trepanier send an email to [email protected]. If you want to call Ray Trepanier try calling on +15415363516. (updated on November 04, 2024)

What company does Ray Trepanier work for?

Ray Trepanier works for Michigan Financial Companies- Compass Strategic Planning

What is Ray Trepanier's role at Michigan Financial Companies- Compass Strategic Planning?

Ray Trepanier is Executive Director of Financial Planning

What industry does Ray Trepanier work in?

Ray Trepanier works in the Manufacturing industry.