Gurveer Mann is an Executive Director of Financial Planning with Mann and Associates at Michigan Financial Companies, a financial services firm focusing on estate planning strategies, wealth accumulation, business planning and executive benefits for both publicly and privately-held companies.
As an Executive Director of Financial Planning, Gurveer is qualified to address the diverse needs of each client as they financially prepare for their future. He provides recommendations for asset allocation, funding for education, retirement, as well as life and long-term care insurance.
He works closely with business owners, executive teams and their advisors to help pursue their financial goals and implement strategies to help meet their distinctive needs.
- University of Windsor—2002
- Bachelor of Business Administration
Memberships & Affiliations
- Million Dollar Round Table
- National Association of Insurance & Financial Advisors
Professional Registrations & Licenses
- FINRA Series 7
- FINRA Series 6
- FINRA Series 66
- FINRA Series 63
- Variable Annuities
- Life, Accident, and Health Insurance
Gurveer is a resident of Canton, MI, with his wife Sapna, and his children, Shaunak & Shom. He enjoys spending time with his family, traveling, rooting on the University of Michigan Wolverines, and staying up to date on business and investment literature. Gurveer is involved in his community as he works with the Plymouth Scholars Charter Academy and he very much enjoys playing and coaching soccer as the head coach of the Salem High School boys freshman soccer team.
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“I focus on helping successful professionals and small business owners. Regardless of age and assets, I want my clients to understand that making strategic financial decisions today lay the groundwork for their success in the future. I believe the foundation of a well-defined plan is built on flexibility and a personalized approach, empowering clients to work toward their own financial security.”
Heather Weintraub is an Executive Practice Manager at Michigan Financial Companies. Heather brings over 13 years of experience in the financial services industry to Gurveer's practice. Heather is responsible for client outreach and servicing, including scheduling, business processing, and meeting follow-up. She looks forward to getting to know each and every client and enhancing their relationship with the firm.
- Bachelor of Science in Business Administration
- Oakland University, Rochester, MI
- Public Notary, State of Michigan
Heather resides in Oak Park, Michigan with her family and her dog, Wellie. She is an avid animal lover who has worked with Habitat for Humanity since 2005. She has also been involved with the Relay for Life cancer foundation since 2010.