2005 -2011 Founding and Managing Member @ Premier Planning Associates
1999 -2005 President @ Sage Consulting & Wealth Preservation
1998 -1999 Estate Planning Specialist @
1990 -1991 Attorney @ Bergman Horowitz and Reynolds
1983 -1990 Brokerage Representative @
Robert Finnegan Education
University of Connecticut School of Law
Doctor Of Jurisprudence
1986-1990
Boston U
Bachelor Of Arts (Mathematics)
1973-1977
Robert Finnegan Skills
Estate Planning
Business Planning
Fixed Annuities
Retirement
Long Term Care
Disability Insurance
Wealth Transfer
Wealth Management
Charitable Gift Planning
Life Insurance
Robert Finnegan Summary
Robert Finnegan, based in Farmington, CT, US, is currently a Senior Vice President, Advanced Sales Attorney at Highland Capital Brokerage. Robert Finnegan brings experience from previous roles at Heritage Strategies LLC, Premier Planning Associates, Sage Consulting & Wealth Preservation and Morgan Stanley. Robert Finnegan holds a 1986 - 1990 Doctor Of Jurisprudence @ University of Connecticut School of Law. With a robust skill set that includes Estate Planning, Business Planning, Fixed Annuities, Retirement, Long Term Care and more. Robert Finnegan has 1 emails and 1 mobile phone numbers on RocketReach.
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