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
- Financial Advisor, CLTC®, Accredited Portfolio Management Advisor - APMA® @ RSL Financial Managment (April 2021 - Present)
- Financial Advisor, CLTC, APMA @ Caliber Wealth Management (February 2020 - April 2021)
- Financial Advisor @ (January 2017 - February 2020)
- Financial Adviser @ Austin & Associates, LLC (February 2012 - November 2014)
- Financial Adviser @ Pro Partners Wealth (September 2009 - November 2014)
- Chapter President @ NATIONAL ASSOCIATIONS OF INSURANCE AND FINANCIAL ADVISORS (January 2011 - January 2012)
- donor @ Kansas Children's Service League (January 2011 - January 2012)
- Registered Representative @ (January 2003 - September 2011)
- Educator @ (September 2007 - September 2009)
- consumer @ Shawnee Mission Ford (January 1992 - January 1997)
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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