Alan R. Rohde, CPA, PFS

Principal - Flint

Alan R. Rohde, CPA, PFS

Alan R. Rohde leads the firm's Estate Planning team and is a member of the Financial Services, Tax Services and Valuation Services teams.  He joined Yeo & Yeo in 1973.

Expertise

Taxation
Small Business Consulting
Estate and Financial Planning
Specific industry expertise in manufacturing, retail, and health care

Certifications

Investment Adviser Representative with Genworth Financial Advisors Corporation
Licensed Insurance Agent
Personal Financial Specialist (PFS) designation
Registered Representative with Genworth Financial Securities Corporation, member FINRA/SIPC

Professional Memberships

American Institute of CPAs
Flint Chamber of Commerce
Flint Estate Planning Council
Flint Tax Group
Michigan Association of CPAs

Seminars

Tax law seminars

Community Involvement

Genesys Foundation Board of Directors
Foundation for Mott Community College – Finance Committee
Member of The Hundred Club of Flint
Past officer of Flint Rotary Club
Past member of Saginaw Lions Club
Past member of Millington Lions Club
Holy Cross Lutheran Church Financial Director
Former St. Paul's Lutheran Church Financial Director
Volunteer for Habitat for Humanity home building
Greater Flint Community Foundation - Flushing Advisory Committee

  


 

 

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