Meet the LPL Financial Advisors
Robert is a CERTIFIED FINANCIAL PLANNER™ professional. He holds a Certificate in Financial Planning issued by the College for Financial Planning. Robert, who is married with three sons, has been helping people with their retirement, investing and insurance needs since 2003. His years of experience through the different market cycles has given him a strong insight into the ever changing markets and how an investor can position themselves based on current market conditions, risk tolerance and stage of life. He always has time to sit down with clients to answer questions about any facet of investing, retirement or asset protection (insurance).
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Credit Union West is not registered as a broker-dealer or investment advisor. Registered representatives of LPL may also be employees of Credit Union West. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Credit Union West. Securities and insurance offered through LPL or its affiliates are:
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, FL, GA, MI, MN, MS, MO, NV, NJ, NM, NC OR, PA, TX, UT, VA, WA
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