Rob Lackey Email & Phone Number

Certified Financial Planner @ P-1 Financial Planning & Wealth Strategies

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Rob Lackey Location

Memphis, TN, US

Rob Lackey Work

2023 - now Certified Financial Planner @ P-1 Financial Planning & Wealth Strategies
2023 - now Co-Owner @ The Family Cup Coffee Co.
2017 - 2023 Certified Financial Planner @ Roop Financial Services, Inc.

2015 - 2017 Financial Advisor @ Shoemaker Financial
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2013 - 2014 Financial Associate @ THRIVENT FINANCIAL
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2011 - 2013 Manager - Commission Accounting @ American National
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Rob Lackey Education

The University of Alabama
Master of Science - MS (Financial Planning and Counseling)
2018 - 2019
University of Memphis
Bachelor of Business Administration (BBA) (Finance, General)
2005 - 2010
Christian Brothers High School Memphis
2002 - 2005

Ridgeway High School

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Rob Lackey Skills

Charitable Strategies
Financial Strategy
Education Funding

Investment Strategies
Estate Strategies
Asset Allocation
Asset Protection
Life Insurance

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Rob Lackey Summary

Rob Lackey, based in Memphis, TN, US, is currently a Certified Financial Planner at P-1 Financial Planning & Wealth Strategies. Rob Lackey brings experience from previous roles at The Family Cup Coffee Co., Roop Financial Services, Inc., Shoemaker Financial and Thrivent Financial. Rob Lackey holds a 2018 - 2019 Master of Science - MS in Financial Planning and Counseling @ The University of Alabama. With a robust skill set that includes Charitable Strategies, Financial Strategy, Education Funding, Investment Strategies, Estate Strategies and more. Rob Lackey has 1 emails and 1 mobile phone numbers on RocketReach.

Rob Lackey Emails

Found 1 emails

@p1financialplanning.com

Rob Lackey Phone Numbers

Found 1 phone numbers

+1 901-493-XXXX

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Rob Lackey

Certified Financial Planner at P-1 Financial Planning & Wealth Strategies

Memphis, TN, US
1
- p1financialplanning.com
1
- +1 901-493-XXXX

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