CFP® – AIF®
Avery Hasenauer is Senior Financial Consultant at Integrated. Avery works with a select group of Founders, Entrepreneurs, Families, and Institutional Clients to under promise and over deliver on a fiduciary approach to an Integrated Family Office. Avery was named 66 on the Alumni Spotlight’s list of top 100 Financial Advisors for 2022.
A member of the Association for Corporate Growth, Avery is passionate about helping founders and their families within 5 years of a liquidity event navigate the estate, tax, financial, and philanthropic complexities of a sell-side transaction. Avery consults founders on the pros and cons of internal family succession, Initial Public Offering, Private Equity, ESOP, Management Buyout, or a Family Office Strategic Partner and introduces the right bankers, tax consultants, and legal consultants so the founder can exit confidently.
Avery achieved the CFP® certification from the Certified Financial Planner Board of Standards and the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies.
Prior to joining Integrated, Avery was a manager at a national public accounting firm specializing in the intersection of comprehensive wealth planning, investment analysis, portfolio design, risk management, qualified and non-qualified retirement plans, and multi-generational investment strategies.
A passionate supporter of education, Avery has been a guest lecturer on capital markets at the University of Michigan and his Alma Mater, Cornell University.
An active member of the community, Avery is a volunteer coach for West Bloomfield High School and Youth Wrestling. He is a member of the Detroit Economic Club, Birmingham Rotary Club, West Bloomfield Optimist Club, and the Birmingham Bloomfield Chamber of Commerce.
Avery and his Wife Celia proudly support the Oakland Hills Farm and Garden founded by Celia’s parents, Nicolette and Dr. Daniel Jenaras, with the purpose to Grow Food, Feed People, Build Community.
Email: firstname.lastname@example.org • Phone: 248-952-9385