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Southfield

Lyle Wolberg

CFP®

Senior Wealth Advisor

2 Towne Square, Suite 800
Southfield, MI 48076

Lyle Wolberg

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Lyle Wolberg

Professional Certifications

  • CFP® – CERTIFIED FINANCIAL PLANNER® professional

About Lyle

Lyle has more than 30 years of industry experience across all facets of financial wealth planning and investment management. Lyle is one of the founding partners of Telemus, where he was responsible for working with some of the firm’s largest relationships. He was previously with Merrill Lynch and UBS Financial Services. He joined Focus Partners Wealth in 2026.

Lyle serves on the Board of Directors of First Tee of Greater Detroit, is a trustee for the Children’s Foundation of Michigan, and is past president and co-founder of the Berkley Educational Foundation.

An accomplished amateur golfer, Lyle also loves to travel with his wife and three children.

Education and Professional Milestones 
-University of Michigan Ross School of Business  

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