Bob Olvera Email & Phone Number
Financial Advisor, CLTC®, Accredited Portfolio Management Advisor - APMA®
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Bob Olvera Location
- Kansas City, MO, US
Bob Olvera Work
- 2021 -now Financial Advisor, CLTC®, Accredited Portfolio Management Advisor - APMA® @ RSL Financial Managment
- 2020 -2021 Financial Advisor, CLTC, APMA @ Caliber Wealth Management
- 2017 -2020 Financial Advisor @
- 2012 -2014 Financial Adviser @ Austin & Associates, LLC
- 2009 -2014 Financial Adviser @ Pro Partners Wealth
- 2011 -2012 Chapter President @ NATIONAL ASSOCIATIONS OF INSURANCE AND FINANCIAL ADVISORS
- 2011 -2012 donor @ Kansas Children's Service League
- 2003 -2011 Registered Representative @
- 2007 -2009 Educator @
- 1992 -1997 consumer @ Shawnee Mission Ford
Bob Olvera Education
- 1982 Graduate of West Des Moines Valley High School 1978-1982
Bob Olvera Skills
- Teaching
- Life Insurance
- Financial Planning
- Leadership
- Investments
- Small Business
- Financial Advisory
- Finance
- Strategic Planning
- Fixed Annuities
- Insurance
- Customer Service
- Estate Planning
- Wealth Management
- Team Building
- Retirement Planning
Bob Olvera Summary
- Bob Olvera, based in Kansas City, MO, US, is currently a Financial Advisor, CLTC®, Accredited Portfolio Management Advisor - APMA® at RSL Financial Managment. Bob Olvera brings experience from previous roles at Caliber Wealth Management, Ameriprise Financial Services, Inc., Austin & Associates, LLC and Pro Partners Wealth. Bob Olvera holds a 1978 - 1982 1982 Graduate of West Des Moines Valley High School. With a robust skill set that includes Teaching, Life Insurance, Financial Planning, Leadership, Investments and more. Bob Olvera has 1 mobile phone numbers on RocketReach.
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