David Robertson Email & Phone Number
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David Robertson Location
- Cleveland, OH, US
David Robertson Work
- 2024 -now Partner @
- 2005 -2024 Partner @ Cedar Brook Group
David Robertson Education
- Case Western Reserve University School of Law
J.D. (Law)
1983-1986 - Colgate University
B.A. (Economics)
1979-1983
David Robertson Skills
- Retirement Planning
- Strategic Financial Planning
- Securities
- Financial Advisory
- Investments
- Insurance
- Retirement Plan Consulting
- Risk Management
- Financial Services
- Personal Finance
- Retirement
- Legal Writing
- Business Development
- Research
- Public Speaking
David Robertson Summary
- David Robertson, based in Cleveland, OH, US, is currently a Partner at Signature Estate & Investment Advisors, LLC. David Robertson brings experience from previous roles at Cedar Brook Group. David Robertson holds a 1983 - 1986 J.D. in Law @ Case Western Reserve University School of Law. With a robust skill set that includes Retirement Planning, Strategic Financial Planning, Securities, Financial Advisory, Investments and more. David Robertson has 2 emails and 3 mobile phone numbers on RocketReach.
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