Robert Gunning Email & Phone Number
Financial Advisor
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Robert Gunning Location
- Fresno, CA, US
Robert Gunning Work
- Financial Advisor @ Capital Financial & Insurance Serrvices (March 2018 - Present)
- Senior Financial Representative, Financial Planner @ (February 2010 - February 2018)
- Senior Financial Representative Principal Securities registered Representative Financial Advisor @ (February 2009 - February 2018)
- Complex Manager - Director @ (November 2003 - January 2009)
- VP - Branch Manager @ (March 1992 - November 2003)
- Financial Advisor @ (October 1987 - March 1993)
- Financial Consultant @ Paine Webber (January 1987 - January 1992)
Robert Gunning Education
- St. John's University
Bachelor of Science (Bachelor of Science)
1979-1983
Robert Gunning Skills
- Account Management
- Analytical Skills
- Asset Allocation Analysis
- Business Analysis
- Business Continuation
- Buy - Sell Review
- Data Analysis
- Disability Insurance
- Estate Conservation
- Estate Planning Strategies
- Financial Accounting
- Financial Analysis
- Financial Needs Analysis
- IRA's (Traditional & Roth)
- Life Insurance (Term, Universal, Whole)
- Pension Plans
- Retirement Planning
- Wealth Accumulation Strategies
- Leadership
- Estate Planning
- Financial Advisory
- Universal
- Public Speaking
- Insurance
- Sales
- Financial Planning
- Wealth Management Services
- Portfolio Management
- Whole
- Investments
- Buy
- Finance
- 401k
- Strategic Planning
- Investment Advisory
- Financial Services
- Wealth Management
- Life Insurance
- Mutual Funds
- Equities
- Strategic Financial Planning
- Life Insurance Term
- Investment Strategies
- Risk Management
- Asset Management
- Customer Service
- Stock Picking
- Wealth
- Project Planning
- Small Business
- Management
- Strategic Financial
- Financial Risk Management
- Business Owner Planning
- Retirement
- Sell Review
- Ira'S Traditional And Roth
- Employee Benefits
- IRA's
Robert Gunning Summary
- Robert Gunning, based in Fresno, CA, US, is currently a Financial Advisor at Capital Financial & Insurance Serrvices. Robert Gunning brings experience from previous roles at Principal Financial Group, UBS Wealth Management and Smith Barney. Robert Gunning holds a 1979 - 1983 Bachelor of Science in Bachelor of Science @ St. John's University. With a robust skill set that includes Account Management, Analytical Skills, Asset Allocation Analysis, Business Analysis, Business Continuation and more. Robert Gunning has 1 mobile phone numbers on RocketReach.
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