Rob Cordeau Email & Phone Number
Managing Director - Wealth Management @ McLean Asset Management
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Rob Cordeau Location
- Bedford, NH, US
Rob Cordeau Work
- Managing Director - Wealth Management @ (October 2009 - Present)
- Financial Planner @ The Harbor Group (December 2005 - October 2009)
- Registered Representative and Principal @ Jefferson Pilot Financial (February 1998 - November 2004)
Rob Cordeau Education
- Boston University
CFP (Financial Planning)
2003-2006
Rob Cordeau Skills
- Wealth Management
- Asset Management
- Retirement Planning
- Financial Planning
- Asset Allocation
- Estate Planning
- Portfolio Management
- Personal Tax Planning
- Employee Benefits
- Risk Management
Rob Cordeau Summary
- Rob Cordeau, based in Bedford, NH, US, is currently a Managing Director - Wealth Management at McLean Asset Management Corporation. Rob Cordeau brings experience from previous roles at The Harbor Group and Jefferson Pilot Financial. Rob Cordeau holds a 2003 - 2006 CFP in Financial Planning @ Boston University. With a robust skill set that includes Wealth Management, Asset Management, Retirement Planning, Financial Planning, Asset Allocation and more. Rob Cordeau has 2 emails and 2 mobile phone numbers on RocketReach.
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