Bobbie Bascombe Email & Phone Number
CEO + Wealth Consultant
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Bobbie Bascombe Location
- Washington, DC, US
Bobbie Bascombe Work
- 2004 -now CEO + Wealth Consultant @ Authentic Wealth Partners (formerly Investment Planning Solutions, LLC)
- 2002 -2004 Registered Sales Assistant @ Cardinal Wealth Services
- 2002 -2002 Human Resources Assistant @
Bobbie Bascombe Education
- Marymount University
Bachelor of Business Administration (B.B.A.) (Human Resources Management/Personnel Administration, General)
1997-2001
Bobbie Bascombe Skills
- Retirement Planning
- Portfolio Management
- Asset Allocation
- Preparing for that Rainy Day
- Budgeting
- Personal Finance
- Debt Management
- Money Makeovers
- IRAs
- Financial Planning
- Mutual Funds
- Fixed Income
- Wealth Management
- Small Business
- College Education Planning
- Insurance
- Long-Term Care
- Financial Advisory
- Cleaning Out Closets
- Organizing
- Stocks
- Bonds
- Entrepreneurship
Bobbie Bascombe Summary
- Bobbie Bascombe, based in Washington, DC, US, is currently a CEO + Wealth Consultant at Authentic Wealth Partners (formerly Investment Planning Solutions, LLC). Bobbie Bascombe brings experience from previous roles at Cardinal Wealth Services and National Society of Professional Engineers. Bobbie Bascombe holds a 1997 - 2001 Bachelor of Business Administration (B.B.A.) in Human Resources Management/Personnel Administration, General @ Marymount University. With a robust skill set that includes Retirement Planning, Portfolio Management, Asset Allocation, Preparing for that Rainy Day, Budgeting and more. Bobbie Bascombe has 1 emails on RocketReach.
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