Rob Flagler Email & Phone Number

Financial Planner @ The Helmstar Group

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Rob Flagler Location

Boise, ID, US

Rob Flagler Work

2022 - now Financial Planner @ The Helmstar Group
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2021 - now Associate Advisor @ Treasure Valley Financial Planning
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2021 - 2021 Operations Manager | Financial Advisor @ Treasure Valley Financial Planning

2018 - 2021 Paraplanner @ Treasure Valley Financial Planning
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2016 - 2021 Advisor Assistant @ Fuhriman & Belnap
2015 - 2017 Advisor Assistant @ Glen E Walker & Associates, Inc.

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Rob Flagler Education

Boise State University
2011 - 2013
Las Positas College
2008 - 2010
Amador Valley
2003 - 2007

Rob Flagler Skills

Project Management
Investment Analysis
Customer Service

Financial Analysis
Office Administration
Microsoft Office
Organization Skills
Redtail CRM
E-money
Docupace

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Rob Flagler Summary

Rob Flagler, based in Boise, ID, US, is currently a Financial Planner at The Helmstar Group. Rob Flagler brings experience from previous roles at Treasure Valley Financial Planning and Fuhriman & Belnap. Rob Flagler holds a 2011 - 2013 Boise State University. With a robust skill set that includes Project Management, Investment Analysis, Customer Service, Financial Analysis, Office Administration and more. Rob Flagler has 3 emails and 1 mobile phone numbers on RocketReach.

Rob Flagler Emails

Found 3 emails

Rob Flagler Phone Numbers

Found 3 phone numbers

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Desiree Trueba

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Director of Wealth Management at The Helmstar Group

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