Bob Burgett Email & Phone Number
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Bob Burgett Location
- Cincinnati, OH, US
Bob Burgett Work
- 2018 -now Financial Planner @ Prudential Financial
- 2012 -now Owner and Advisor @ Perspective Financial Group, LLC
- 2010 -2013 Independent Sales Agent @ United Healthcare Medicare Solutions
- 2009 -2011 Broker and Agent @ Independent Financial Advisor
- 2006 -2008 Financial Associate @
- 2000 -2006 Quality Assurance @
- 1990 -1996 ADR Advocate @ Dalkon Shield Claimants Trust
Bob Burgett Education
- Longwood University
Bachelor of Science (Government - Pre-Law)
1981-1986
Bob Burgett Skills
- Leadership
- Team Building
- Fixed Annuities
- Insurance
- Retirement Planning
- Financial Planning
- Annuities
- IRAs
- Investments
- Process Improvement
- Strategic Planning
- Financial Services
- Medicare Advantage
- Mutual Funds
- Life Insurance
- Strategic Financial Planning
- Microsoft Office
- Marketing
- Long Term Care
- Disability Insurance
- Small Business
- Strategic Financial
- Term Life Insurance
- Medicare Supplements
- Health Insurance
- Retirement
- Employee Benefits
- Whole Life
- Project Management
- Single Family Homes
- Real Estate
- Customer Service
Bob Burgett Summary
- Bob Burgett, based in Cincinnati, OH, US, is currently a Financial Planner at Prudential Financial. Bob Burgett brings experience from previous roles at Perspective Financial Group, LLC, United Healthcare Medicare Solutions, Independent Financial Advisor and Thrivent. Bob Burgett holds a 1981 - 1986 Bachelor of Science in Government - Pre-Law @ Longwood University. With a robust skill set that includes Leadership, Team Building, Fixed Annuities, Insurance, Retirement Planning and more. Bob Burgett has 1 emails and 3 mobile phone numbers on RocketReach.
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