Robert Ibrahim Email & Phone Number
Managing Partner | Wealth Advisor @ Ibrahim Wealth Advisory Group
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Robert Ibrahim Location
- Somerville, NJ, US
Robert Ibrahim Work
- 2022 -now Managing Partner | Wealth Advisor @
- 2019 -2022 Managing Partner - Ibrahim Wealth Advisory Group @
- 2013 -2019 First Vice President - Ibrahim Wealth Advisory Group @
- 2009 -2013 First Vice President @
- 1992 -2009 Senior Financial Advisor @ Merrill Lynch/Bank of America
Robert Ibrahim Education
- Bucknell University
Bachelor of Arts (Double Major: Economics and Sociology)
1980-1984 - North Brunswick Township High School
High School Diploma (General Studies)
Robert Ibrahim Skills
- Investment Advisory
- Asset Allocation
- Certified Financial Planning
- Certified Financial Manager
- Financial Planning
- IRAs
- ETFs
- Investment Strategies
- Mutual Funds
- 401(k)
- Alternative Investments
- Investment Management
- Fixed Income
- Estate Planning
- Investments
- Asset Management
- Advanced Retirement Plan Design Implementation
- Series 7
- Series 63
- Series 65
- Life and Health
- Wealth Management
- Retirement Planning
- Asset and Income Protection
- Portfolio Management
- Strategic Financial Planning
- Advanced Stock Option Analysis
- Corporate Cash Management
- Life Insurance Analysis
- Executive Deferred Compensation
- New Comparability/Cross Tested Cash Balance Plans
- Advanced Lending Implementation
- Uniform Combined State Law
- 401k
- Microsoft Office
- Wealth Management Services
- Wealth
- Retirement
- Deferred Compensation
- Financial Advisory
- Cash Management
- Securities
- Bonds
- Life Insurance
- CFM
- 401(k) Retirement Savings Plans
- FINRA
- Executive Deferred
- Certified Financial
- New Comparability/Cross
- Corporate Cash
- Advanced Stock Option
- Advanced Lending
- 401k Retirement Savings Plans
- Uniform Combined State
- Advanced Retirement
- Strategic Financial
- Asset and Income
- 401 Retirement Savings Plans
Robert Ibrahim Summary
- Robert Ibrahim, based in Somerville, NJ, US, is currently a Managing Partner | Wealth Advisor at Ibrahim Wealth Advisory Group. Robert Ibrahim brings experience from previous roles at Raymond James, Janney Montgomery Scott LLC, Wells Fargo Advisors and Merrill Lynch/Bank of America. Robert Ibrahim holds a 1980 - 1984 Bachelor of Arts in Double Major: Economics and Sociology @ Bucknell University. With a robust skill set that includes Investment Advisory, Asset Allocation, Certified Financial Planning, Certified Financial Manager, Financial Planning and more. Robert Ibrahim has 5 emails and 2 mobile phone numbers on RocketReach.
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