Rob Dipfa Email & Phone Number
Investment Adviser Representative @ Blacktower Financial Management (US) LLC
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Rob Dipfa Location
- Marbella, AL, ES
Rob Dipfa Work
- Investment Adviser Representative @ (January 2021 - Present)
- Senior Independant Financial Adviser @ (March 2019 - Present)
- Investment Adviser Representative @ (January 2021 - Present)
- Independent Financial Advisor @ (December 2021 - Present)
- Wealth Management Consultant @ (July 2018 - February 2019)
- Associate Wealth Consultant @ (June 2017 - July 2018)
Rob Dipfa Education
- Chartered Insurance Institute 2018
- The Chartered Institute for Securities & Investment (The CISI) 2017
- North American Securities Administrators Association
Series 65
- University of the West of England
Bachelor’s Degree (Banking & Finance)
- Peter Symonds College
A Level : Mathematics (Economics, Human Biology)
Rob Dipfa Skills
- 401k Rollovers
- Analysis
- Cash Flow Analysis
- Compliant Investment Solutions
- Cross-border Financial Planning
- DB Pension Transfers
- Expat Advice
- Expatriate Tax
- Finance
- Financial Advisory
- Holistic Financial Planning
- Inheritance Tax Planning
- International Financial Advice
- Investment Management
- Microsoft Word
- Retirement Planning
- Retirement Planning Skills
- Self-Invested Personal Pension (SIPP)
- Social Media
- Team Leadership
- Teamwork
- UK Pension Transfers
- Wealth Management
Rob Dipfa Summary
- Rob Dipfa, based in Marbella, AL, ES, is currently a Investment Adviser Representative at Blacktower Financial Management (US) LLC. Rob Dipfa brings experience from previous roles at SJB Global, SJB US, Blacktower Financial Management Group and Independant Financial Adviser. Rob Dipfa holds a Chartered Insurance Institute. With a robust skill set that includes 401k Rollovers, Analysis, Cash Flow Analysis, Compliant Investment Solutions, Cross-border Financial Planning and more. Rob Dipfa has 2 emails and 1 mobile phone numbers on RocketReach.
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