Robert Choy's Location
Santa Clara, CA, US
Robert Choy's Work
- Director, Financial Planning @ Edelman Financial Engines
- VP, Financial Consultant @ Fidelity Investments
- Financial Advisor @ Soloman Smith Barney
- Financial Advisor @ Merrill Lynch
Robert Choy's Education
- University of Hawaii at Manoa
Master of Urban & Regional Planning
- University of Hawaii at Manoa
Bachelor of Architecture - BArch
Robert Choy's Skills
- Financial Planning
- Retirement Planning
- Series 7
- Investments
- Mutual Funds
- Risk Management
- Financial Services
- Financial Advisory
- Wealth Management
- Retirement
Robert Choy's Summary
Robert Choy, based in Santa Clara, CA, US, is currently a Director, Financial Planning at Edelman Financial Engines, bringing experience from previous roles at Fidelity Investments, Smith Barney and Merrill Lynch. Robert Choy holds a Master of Urban & Regional Planning @ University of Hawaii at Manoa. With a robust skill set that includes Financial Planning, Retirement Planning, Series 7, Investments, Mutual Funds and more, Robert Choy contributes valuable insights to the industry. Robert Choy has 2 emails on RocketReach.
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