Bob Smith Email & Phone Number
Income Planning Specialist
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Bob Smith Location
- Beachwood, OH, US
Bob Smith Work
- 2011 -now Income Planning Specialist @ Senior Market Sales
- 2007 -now Owner, President @ Smith Financial Planning Services, Inc.
- 2007 -now IMO @
- 1986 -2018 Registered Representative @
- 1981 -2006 Financial Advisor @
Bob Smith Education
- Case Western Reserve University
(Transportation & Logistics & Business Mgmt.)
1979-1981 - Cuyahoga Community College
Associate of Arts (Social Science)
1977-1979
Bob Smith Skills
- Life Insurance
- Investments
- Financial Advisory
- Retirement Planning
- Fixed Annuities
- Long-term Care
- Disability Insurance
- Term Life Insurance
- Insurance
- 401k
- Wealth
- IRAs
- Financial Planners
- Securities
- Wealth Accumulation
- Roth IRA
- Retirement
- Estate Planning
- Wealth Management
- Strategic Financial Planning
- Mutual Funds
- Investment Advisory
- Health Insurance
- Critical Illness
- Employee Benefits
- Whole Life
- Asset Allocation
- Long Term Care Insurance
- Brokers
- Pensions
- Universal Life
- 401k Rollovers
- Underwriting
- Small Business
- Finance
- Series 63
- Series 6
- Financial Services
- Variable Annuities
- Personal Finance
- Series 7
- Portfolio Management
- Personal Financial Planning
- Investment Strategies
- Wealth Management Services
- Series 65
- Asset Management
- High Net Worth Individuals
- FINRA
- Income Protection
- Long Term Care
Bob Smith Summary
- Bob Smith, based in Beachwood, OH, US, is currently a Income Planning Specialist at Senior Market Sales. Bob Smith brings experience from previous roles at Smith Financial Planning Services, Inc., Foresters Financial Partners and Foresters Equity Services, Inc.. Bob Smith holds a 1979 - 1981 Case Western Reserve University. With a robust skill set that includes Life Insurance, Investments, Financial Advisory, Retirement Planning, Fixed Annuities and more. Bob Smith has 5 emails and 3 mobile phone numbers on RocketReach.
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Bob Smith
Income Planning Specialist
Beachwood, OH, US
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