Robert Horstman Email & Phone Number
CERTIFIED FINANCIAL PLANNER™ @ Lincoln Investment
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Robert Horstman Location
- Scottsdale, AZ, US
Robert Horstman Work
- 2020 -now CERTIFIED FINANCIAL PLANNER™ @
- 2015 -2020 Wealth Management Advisor @
- 2014 -2015 Financial Advisor @ VLP Financial Advisors
- 2011 -2014 Personal Financial Representative @
- 2010 -2011 Financial Services Professional @
Robert Horstman Education
- George Mason University
CERTIFIED FINANCIAL PLANNER™ Certificate Program (Financial Planning)
2014-2016 - James Madison University
Bachelor of Business Administration (BBA) (Finance and Financial Management Services)
2006-2010
Robert Horstman Skills
- Estate Planning
- Financial Advisory
- Independent Financial Advice
- Retirement Planning
- Key Employee Benefits
- IRAs
- Finance
- 401k
- Investment Advisory
- Roth IRA
- Asset Allocation
- Financial Services
- Wealth Management
- Life Insurance
- Mutual Funds
- Investment Strategies
- Buy Sell Agreements
- Wealth Accumulation
- College Savings Plans
- Certified Financial Planner
- Long Term Care
- Disability Insurance
- Long Term Care Insurance
- Succession Planning
- 401k Rollovers
- Retirement
- Series 65
- Series 7
Robert Horstman Summary
- Robert Horstman, based in Scottsdale, AZ, US, is currently a CERTIFIED FINANCIAL PLANNER™ at Lincoln Investment. Robert Horstman brings experience from previous roles at TIAA-CREF, VLP Financial Advisors, Allstate Financial Services, LLC and MassMutual Financial Group. Robert Horstman holds a 2014 - 2016 CERTIFIED FINANCIAL PLANNER™ Certificate Program in Financial Planning @ George Mason University. With a robust skill set that includes Estate Planning, Financial Advisory, Independent Financial Advice, Retirement Planning, Key Employee Benefits and more. Robert Horstman has 2 emails and 2 mobile phone numbers on RocketReach.
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