Robert Schumann Email & Phone Number
Managing Partner
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Robert Schumann Location
- Buena Vista, CO, US
Robert Schumann Work
- 2008 -now Managing Partner @ Plan & Act Pension Advisors
- 2019 -now Chief Advice Officer, Fiduciary Analyst, Senior Advisor @
- 2008 -now Chief Advice Officer, Financial Coach, Fiduciary Investment Advisor @ FinancialAdvice4Me dba PlanAndAct
- 2008 -now Managing Partner @
- 2012 -now Fiduciary Analyst, Retirement Plan Consultant @ Cambridge Pension Advisors, LLC
Robert Schumann Education
- The Ohio State University Fisher College of Business
MBA (Capital Markets, Corporate Finance, Marketing)
1994-1996 - University of Wisconsin-Madison
MA (Hebrew & Semitic Studies, Greek, Linguistics)
1980-1982 - Wisconsin Lutheran Seminary
MDiv (Ministry, Archeology, Biblical Languages, Church History)
1974-1978 - Martin Luther College Graduate Studies and Continuing Education
BA (History, Religion, Greek, German, Hebrew, Latin, Psychology)
1970-1974
Robert Schumann Skills
- Estate Planning
- Financial Advisory
- Fiduciary
- Personal Coaching
- Registered Investment Advisor
- Pensions
- Insurance
- Fiduciary Services
- Retirement Planning
- Financial Planning
- Retirement Benefits
- Investments
- Finance
- 401k
- Retirement Plan Consulting
- Asset Allocation
- Wealth Management
- Fiduciary Management
- Strategic Financial Planning
- Qualified Retirement Plans
- Investment Strategies
- Certified Financial Planner
- Pension Funds
- Personal Finance
- Small Business Retirement Planning
- Retirement
Robert Schumann Summary
- Robert Schumann, based in Buena Vista, CO, US, is currently a Managing Partner at Plan & Act Pension Advisors. Robert Schumann brings experience from previous roles at Plan & Act Financial Planning, FinancialAdvice4Me dba PlanAndAct and Cambridge Pension Advisors, LLC. Robert Schumann holds a 1994 - 1996 MBA in Capital Markets, Corporate Finance, Marketing @ The Ohio State University Fisher College of Business. With a robust skill set that includes Estate Planning, Financial Advisory, Fiduciary, Personal Coaching, Registered Investment Advisor and more. Robert Schumann has 1 emails and 1 mobile phone numbers on RocketReach.
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Robert Schumann
Vice President
New York, New York, United States
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