#USA #Bloomfield Hills #Flexible Plan Investments #Carl Resnick #Jerry Wagner

Carl Resnick Takes the Helm as President of Flexible Plan Investments

Flexible Plan Investments Ltd. (FPI), renowned for its innovative risk-managed investment solutions, has announced a significant change in leadership. Starting September 1, 2026, Carl Resnick will assume the position of president, marking a pivotal moment in the firm's journey. Resnick's appointment comes as no surprise; he has been an integral part of FPI since October 2024, focusing on national sales. He follows founder Jerry Wagner, who has successfully led the company since its inception in 1981 and will continue to serve as the chief executive officer (CEO).

The transition in leadership aims to reinforce the company's operational efficiency, delineate responsibilities, and ensure a structured approach to both growth and continuity at FPI. Wagner will now direct his attention to the long-term strategic vision, overseeing critical areas including legal, finance, research, and product development. This clear division allows each leader to concentrate on distinct facets of the business, enhancing the firm's overall efficacy.

In his new role, Resnick will not only lead FPI's national sales but will also manage various other operations, wielding influence in marketing, operations, and information technology. His extensive background in the financial services sector encompasses over three decades, demonstrating deep expertise in business development, investment products, and sales leadership. Resnick's career highlights include notable positions with renowned firms such as Fidelity Investments and Guggenheim Investments. His strategic insights and seasoned experiences are expected to steer FPI into its next growth phase.

Reflecting on this transition, Wagner stated, "FPI has grown and evolved significantly since its founding, but our commitment to dynamic risk management, financial advisers, and their clients remains unchanged. This structure allows me to focus more fully on the strategic, investment, and product-development work that will shape the firm's future, while giving Carl clear responsibility for leading our operations."

Resnick is enthusiastic about his new responsibilities and the opportunity to nurture FPI's legacy. He mentioned, "FPI has a legacy worth protecting and a strong foundation for future growth. My focus will be on helping the organization prioritize initiatives that advance the business, strengthen execution across the firm, and pursue opportunities in the marketplace." Resnick's vision emphasizes not only maintaining FPI's esteemed reputation but also innovating to meet the evolving needs of clients.

FPI, which manages more than $2 billion in client assets, prides itself on delivering dynamic risk management services via various channels, including mutual funds, ETFs, and variable annuities. The firm collaborates with over 500 broker-dealers and registered investment advisers across the U.S., demonstrating a widespread influence in the financial services arena. Its commitment to preserving and growing client wealth is palpable, anchored in a dedication to exceptional service and accountability.

As FPI embarks on this new chapter under Resnick's leadership, the firm is poised for enhanced operational execution and strategic innovation. The collaboration between Wagner and Resnick promises to uphold the values and philosophy that have established FPI as a leader in the investment solutions landscape. For more insights into their offerings and philosophy, visit Flexible Plan Investments.