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Robert Mauldin Location

Anaheim, CA, US

Robert Mauldin Work

2019 -now Instructor @
2013 -now Senior Wealth Advisor @ Citi Personal Wealth Management
2012 -2013 Owner and Financial Advisor @
2009 -2012 Financial Advisor @
2007 -2009 Financial Advisor @
2006 -2007 Branch Manager @ First Stop Financial
2004 -2006 Client Specialist @ Option One Mortgage
2002 -2004 Senior Loan Officer @
1999 -2002 Loan Officer @ First Stop Financial

Robert Mauldin Education

Trinity Law School
Doctor of Law - JD (Law)
2021-2025
University of Phoenix
Bachelors (Business/Finance)
2009-2011
College for Financial Planning
CRPC (Retirement planning)
2008-2009
Moorpark College 2000-2003
University of California, Irvine
CFP (Financial Planning and Services)
2013

Robert Mauldin Skills

Estate Planning
Team Building
Investments
Banking
Public Speaking
Services
Loans
Financial Services
Retirement Planning
Wealth Management

Robert Mauldin Summary

Robert Mauldin, based in Anaheim, CA, US, is currently a Instructor at UC Irvine. Robert Mauldin brings experience from previous roles at Citi Personal Wealth Management, Mauldin Wealth Management, JP Morgan Securities LLC and Ameriprise Financial. Robert Mauldin holds a 2021 - 2025 Doctor of Law - JD in Law @ Trinity Law School. With a robust skill set that includes Estate Planning, Team Building, Investments, Banking, Public Speaking and more. Robert Mauldin has 3 emails and 2 mobile phone numbers on RocketReach.

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