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
- Certified Financial Planner @ (October 2023 - Present)
- Co-Owner @ The Family Cup Coffee Co. (June 2023 - Present)
- Certified Financial Planner @ (May 2017 - October 2023)
- Financial Advisor @ (January 2015 - May 2017)
- Financial Associate @ (February 2013 - December 2014)
- Manager - Commission Accounting @ (July 2011 - January 2013)
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
Rob Lackey Skills
- Charitable Strategies
- Financial Strategy
- Education Funding
- Investment Strategies
- Estate Strategies
- Asset Allocation
- Asset Protection
- Life Insurance
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.
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